We look back on an eventful second quarter of 2020: Outperforming the benchmark by 6 percent and even 10 on a year-to-date basis , the Singularity Index has a better profitability profile, a stronger balance sheet, and better liquidity at a reasonable valuation.

July also marks a revision of our 12 Singularity Sectors to capture the rapidly growing significance of Advanced Materials (AdM). Lastly, we analyze recent developments, the gap between rallying stock markets and suffering economies and what that means for investors' anxiety: "If you wait until the uncertainty is resolved and all the evidence is in, the opportunity is gone," comments our CIO Gregory Hung.

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By TSG - 07/06/2020