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The Alchemy of Money

(1/7/2020)

Why does the allure of gold still capture our minds? Has it actually been a good investment? We look at its history and why it may not be as tangible as it seems.

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Decarbonisation part 1: Opportunity in disruption

(24/2/2020)

After centuries of burning fossil fuels, the need to decarbonise our world is bringing disruption and opportunity to every corner of our lives.

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Book reviews from 2019

(19/12/2019)

As we approach the end of the year, we revisit some of the books that have caught the eye of the European Equity team during 2019.

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The Limitations of Information

(5/11/2019)

Even as knowledge and data has built up over hundreds of years, there is no guarantee that it will be used or interpreted correctly.

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ESG and shareholder value

(4/9/2019)

Perhaps indicative of the growing interest in the subject matter, last week saw widespread media coverage of an announcement by one of the largest U.S. business groups, The Business Roundtable.

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Luxury and fashion - How a stable industry can be built on constant change

(30/5/2019)

Often dismissed as frivolous, Fashion and Luxury have proven to be high-growth industries with unexpected cultural and economic influences.

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Temperance and the travel agent

(29/4/2019)

The origins of the travel industry are surprising and its transformation formidable, with technology at its very core.

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The power of branding

(21/3/2019)

The power of branding is often underestimated by consumers and investors alike, providing a catalyst to growth and ballast in times of decline.

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