Our Insights

Heptagon Capital regularly produces investment insights and is an active participant in the investment world.

Featured insights

Future Trends Blog
Featured Insights15 January 2021

Season 3, Post 2: Hot topics in healthcare

The Westin St Francis hotel on Union Square in downtown San Francisco is normally where the great and good of the healthcare world descend during the second week of January. This year, of course, is far from normal and one of the industry’s largest conferences (organised by JP Morgan and now in its 39th year) […]

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Future Trends Blog
Featured Insights06 January 2021

Season 3, Post 1: The weird and wonderful

Welcome to 2021. Sign of the times perhaps, but the title for our opening Blog post of the year perhaps captures both our current and future assessment of the world. Uncertainty reigns as the pandemic rages, but this won’t stop dynamic innovation occurring across all industries. With the present so murky, what could be more […]

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View From the Top
Featured Insights04 January 2021

View From The Top

Swans, cake and elephants Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation. View from the very top: The polarisation towards an almost unqualified bullish consensus has been rapid. We sit in the […]

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View From The Top

Heptagon's monthly newsletters contain the latest views from Fund Manager, Alex Gunz.

View From the Top
Featured Insights04 January 2021

View From The Top

Swans, cake and elephants Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation. View from the very top: The polarisation towards an almost unqualified bullish consensus has been rapid. We sit in the […]

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View From the Top
View From the Top01 December 2020

View From The Top

Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation. View from the very top: Optimism seems the order of the day. The news of positive vaccine trials and their subsequent deployment over the […]

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HEPTAGON THEME PIECES

Detailed insights and reports on future trends by Fund Manager Alex Gunz.

Heptagon Theme Pieces
Heptagon Theme Pieces09 November 2020

Key Themes for 2021 and Beyond

Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation. Executive Summary: Thematic investing is a core part of our investment process at Heptagon. Since 2011, we have published 50 dedicated pieces of thematic […]

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FUTURE TRENDS BLOG

Fund Manager Alex Gunx shares his latest insights into future trends on a regular basis in this Blog.

Future Trends Blog
Featured Insights15 January 2021

Season 3, Post 2: Hot topics in healthcare

The Westin St Francis hotel on Union Square in downtown San Francisco is normally where the great and good of the healthcare world descend during the second week of January. This year, of course, is far from normal and one of the industry’s largest conferences (organised by JP Morgan and now in its 39th year) […]

Learn more
Future Trends Blog
Featured Insights06 January 2021

Season 3, Post 1: The weird and wonderful

Welcome to 2021. Sign of the times perhaps, but the title for our opening Blog post of the year perhaps captures both our current and future assessment of the world. Uncertainty reigns as the pandemic rages, but this won’t stop dynamic innovation occurring across all industries. With the present so murky, what could be more […]

Learn more
Future Trends Blog
Future Trends Blog29 December 2020

Post #100: Janus time, 2020 Edition

On 21 January 2019 we penned our first Future Trends Blog piece entitled “Day one; winds of change”, which referenced both the famous mantra of Jeff Bezos and the huge growth potential within the wind industry. Just under two years’ later, we are now at our 100th Blog post, with our readers well into the […]

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In the news

Heptagon Capital is an active participant in the investment world and regularly provides insight and comment.

In the News
In the News23 December 2020

Heptagon Capital UCITS platform marks 10-year anniversary

Heptagon Capital featured in Institutional Asset Manager, click here for the article. Disclaimers  The document is provided for information purposes only and does not constitute investment advice or any recommendation to buy, or sell or otherwise transact in any investments. The document is not intended to be construed as investment research. The contents of this […]

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In the News
In the News23 December 2020

Christian Diebitsch featured on CityWire on post-COVID Investment Opportunities

Heptagon Fund Manager Christian Diebitsch featured in CityWire on post-COVID Investment Opportunities. Click here for the full interview. Disclaimers  The document is provided for information purposes only and does not constitute investment advice or any recommendation to buy, or sell or otherwise transact in any investments. The document is not intended to be construed as […]

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