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The New Space Race: Why Now?
If you own a global equity fund, there is a good chance you already have some exposure to one of the year’s biggest investment stories: space. The reason comes down to one number: launch costs have fallen more than 95% in a decade, turning industries that were previously impossible into viable businesses. But the boldest version of that story still rests on one unproven rocket and one company. Our latest article unpacks the number, the industries it’s making possible, what could derail it, and what a sensible investor should (and should not) do about it.
