ESG and inflation
An inconvenient truth?
Spectrum, Q1 2022
The Great Rotation 2.0
UK supermarkets
A sector in the eye of the storm
Volatility, value and variants
360°, Q1 2022
Why banks get butterflies when fintechs have wings
The financial ecosystem is in a flap. Inspired by technology, egged on by regulators and energised by youth, new-breed financial barbarians now gather in force at the gates of tradition, threatening chaotic rebellion in a world built on the promise of predictable stability. If the 20th century financial system prided itself on boring conservatism – epitomised […]
Ukraine invasion
Market reaction
Cognitive Diversity and Board Performance
Boards that contain diverse views have a strong advantage because they offer a holistic perspective as well as bringing a range of ideas and challenger perspectives into strategic decision-making, countering ‘Groupthink’. It also fosters an organisational culture of inclusivity which can enhance employee satisfaction and promote a firm’s reputation in the eyes of internal and […]
Global Emerging Markets, Outlook 2022
Welcome to the Global Emerging Markets 2022 outlook in which fund manager Kunjal Gala looks ahead to challenges and opportunities in the developing world in the coming months. Key points Recent data points suggest inflation is close to peaking. Growth and not inflation is likely to be a key challenge in the future While inflation […]
Equitorial, H1 2022
Investing in a net zero future
Wormhole intelligence shows investors pulled in different directions by market gravity over 2021-22
This just in: The Interstellar Express reports that a vast cache of data has been recovered from Quantum Gravity Well (QGW) 3.14159 that could shed new light on an ancient, defunct civilisation. Understood to originate from the spacetime region known, in local terms, as ‘Earth’, the information – yet to be fully translated – appears to reference […]
