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Macro & Policy

As founder control grows, investors may be taking on governance risk they neither chose nor fully priced

October 22, 2026 6 min read

Macro & Policy

Jan Anton van Zanten challenges conventional thinking in new book

October 21, 2026 6 min read

Macro & Policy

The corner has narrowed into a push towards the exit few expected: rate hikes

June 17, 2026 10 min read

Macro & Policy

The Fed, and increasingly the ECB, have fewer good options at every meeting

May 15, 2026 19 min read

Case Study

Transition Investing in Practice

May 14, 2026 8 min read

Equities

Mineral deposits are becoming harder to exploit, costs are rising and regulatory pressures are intensifying

May 6, 2026 9 min read

Macro & Policy

The dispersion between large and small caps tells a story of diverging economic realities that investors can’t afford to ignore.

February 23, 2026 15 min read

Case Study

A refined sector split enables more robust, like-for-like analysis.

January 28, 2026 1 min read

Macro & Policy

The Efficiency Imperative for Emerging Markets

December 18, 2025 6 min read