The boutiques will work together to ‘bolter their respective market positioning’
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PE market resilient despite geopolitical unrest and tighter monetary policy
But there are signs confidence is faltering as private equity exit activity remains slow
Are energy transition efforts decoupling?
The world is on the cusp of a new industrial revolution that will be powered by greener, renewable energy sources. Yet, in order to deal with the current energy crisis – triggered by the ongoing aftershocks of the pandemic, Russia’s war in Ukraine and unexpected climate events – nations are turning to polluting fossil fuel […]
Asian cities: preparing for a more sustainable future
The Age of Transformation in Asia is represented by a sharp rise in urbanisation. Cities in Asia are growing faster than any other areas in the world and its urban population is forecast to exceed 2.6 billion in 20301. This contrasts sharply with the developed world, where the impact of Covid-19 has vastly slowed the […]
Are the world’s food supply challenges solvable?
The topic of food security has recently shot to the top of the agenda, not only for governments and economists but also for investors. Read More
Can you ground your investments as inflation takes off?
Inflation is taking off as economies surge out of lockdown, supply bottlenecks emerge and energy shortages have sent the price of oil and gas soaring. While a return to 1970s levels is unlikely, we anticipate that inflation will remain above central bank targets for some time. That begs the question: which assets provide the best shield […]
Does investing in China align with ESG?
The Age of Transformation centres on the world’s transition into a new economic environment and the accompanying trends contributing to a more sustainable and inclusive world. But what happens when these trends appear to collide with the end goals? As the world’s biggest source of carbon emissions, at 28%, China’s contribution to the Glasgow COP […]
COP26: success or failure?
We must remember that any outcome from COP must be a compromise. Decisions must be unanimous across its 197 members, which is hard to achieve. So rather than expecting clear decisions to all the issues raised, perhaps it should be viewed as a forum for generating compulsion on critical matters, catalysing new ideas, opening new […]
Investment advice in Italian fiction
One of the most widely celebrated novels of the last 200 years, Guiseppe Tomasi di Lampedusa’s The Leopard is set during the Italian Risorgimento (the unification movement that consolidated disparate states into one Kingdom of Italy). While ostensibly it tells the story of an aristocratic family navigating social upheaval in the 1800s, it can also teach us something about investing today.
Diversification – it’s only good in moderation
Just selecting good funds doesn’t do it. Having the right mix to ensure proper diversification is at least as important. But can you actually own too many funds?
