Innovation Funds

Holon Global Investments - Active Fund Manager

Holon Photon Fund

Energy inflation: Why Germany’s gas reserves are unlikely to come to the rescue this winter

How Germany’s ‘gas reserve rescue’ myth could rock already fragile markets Most investors understand that Germany is highly dependent on Russian gas, which met 49% of its gas usage in 2021. In August 20221 the German government announced it...

Part 8: Valuation Methodologies

During this year’s Holon Guide to Better Investing, we have outlined several principles that are important to building a sustainable long-term investment portfolio. We started with how to identify great investments, then provided some insights on financial statements, models,...

Let’s rethink rising inflation and interest rates

Let’s be honest, we’ve all been a bit alert, and alarmed. For investors, the prospect of rising inflation creating serious headwinds on investment performance in 2022 feels very real. These fears are understandable; after inflation recently hit 40-year highs...

Part 2: Better investing – where to begin?

We want to share with you on how we develop a formal process to identify and research investment opportunities – Holon’s research approach that narrows our focus. This allows us to zero in on investment themes where we have...

Part 1: Finding great investments, the Holon way

Investing in public markets can be a tough exercise, and during aggressive market sell-offs like we have seen over the past few weeks, it can sometimes even be cruel. Managing your emotions during these difficult periods is critical, especially...

One on one with Heath Behncke

David Fedirchuk : Heath, thank you fitting us in during this very busy time. With everyone back at work for 2022, I wanted to pass on some of the more common questions we get asked through our online channels...

Ethereum check in

As we approach another fast-moving year in crypto, so much is new, but there are still old questions being asked. Many investors remain totally baffled by the number of digital assets available. What exactly is the point of so...

Will the glitter return to gold value in 2022?

Gold should really be shining now. Inflation is emerging and with global economies still struggling to recover from Covid-19 related lockdowns, central banks will likely continue to stimulate with low interest rates and quantitative easing (‘printing money’). In this...

Filecoin Network Value drivers

Tokenomics: How do you value Filecoin? Many investors are considering adding cryptocurrencies to their portfolio, or even increasing their allocation. At the same time, crypto prices have been volatile. So investors are naturally asking the question: ‘What is it...

Understanding the Consumer Price Index

There are few economic assessments that impact our lives more than the subtle methodology changes used to calculate inflation through the Consumer Price Index. Consumer Price Index (CPI)  heavily influences the level where central banks, such as the US...

The role of Gold

The role of Gold in history Gold’s allure led it to become a symbol of immortality and power across ancient cultures since 5,000 BC. Gold’s rarity and aesthetic qualities made it an ideal material for ruling classes to demonstrate...

How do Governments and Central Banks influence Money?

The COVID-19 pandemic has unleashed a global slowdown never before experienced. As countries went into lockdown during 2020, governments and central banks were forced to implement unprecedented economic support programs, likely to cost US$50T, in order to cushion the...