What is driving the sudden spate of telecoms buyouts and is it good for investors?
The industry’s bad name is largely the result of intense competition and high capital expenditure requirements putting pressure on share price performance. However, 2021 sparked a renewed interest in the sector, largely in the form of private-equity driven leveraged buyouts (LBOs) and take-privates (the acquisition of a listed company by a special purpose vehicle) by […]
Focusing on the evidence
360°, Q4 2021
Lessons from COP26
Why lasting impact of summit should be judged on COP27 commitments
Lessons from COP26
Investors hold all the power for ‘just transition’ to sustainable future
Lessons from COP26
‘World faces a larger climate-change bill than leaders admit’
Sustainable Global Equity Report, Q4 2021
In the inaugural Sustainable Global Equity Quarterly Report, we delve into Financial Inclusion, as a theme linked to 13 of the 17 UN Sustainable Development Goals (SDGs). We argue that improving people’s access to the products and services they need to manage their money reduces income inequality, fosters gender equality and political stability, improves access […]
Does the end of China’s love affair with property spell heartbreak for investors?
The Chinese property market is widely considered to be the most important industry sector in the world. It has, over the last decade, provided the firepower for global economic growth. Valued at $55tn, Chinese real estate is four times the size of the country’s GDP, two-thirds that of global GDP and twice the size of […]
Lessons from COP26
‘We have to realise that we can’t enjoy everything the way we have in perpetuity’
EV lover, she’ll take your heart because it’s greener
A lifecycle comparison between electric and combustion-engine cars
Lessons from COP26
Deforestation pledge a ‘pivotal moment’
