Insights
Is sustainable investing a waste of time?
Like many others, the COVID-19 lock-downs were an opportunity to develop new hobbies. One of my new hobbies was to...
Private Equity Reimagined
Print PDF Version A brief overview Historically, private equity investments have primarily only been accessible to large and sophisticated institutions,...
Code Red from the IPCC
Last month the Intergovernmental Panel on Climate Change (IPCC) published the latest report from its first Working Group.[1] There are...
Using behavioural finance to make better investment decisions
Behavioural Finance is a decision-making framework that seeks to combine behavioral and cognitive psychological theory with conventional finance to provide...
The New Economic Cycle
For the first time in over a decade, a new economic cycle is underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing monetary and fiscal stimulus.
Extreme weather – a wake-up call on climate mitigation and adaptation
In July, hardly a day went by when you didn’t see extreme weather events on the news headlines. California and...
Tax is a classic ESG issue
A disappointing roadshow lunch In 2016, I attended a roadshow lunch for an upcoming initial public offering (IPO). This was...
The value/growth dynamic
The last year has been characterised by volatile markets, driven initially by the onset of Covid in developed economies. A...
Poised to deliver.
Investing in global small and mid-cap companies provides great opportunities for high quality active managers to generate differentiated returns and long-term outperformance.