China’s ‘Common Prosperity’: Understanding the Background, Implications and Opportunities for Technology, Consumer and Luxury Companies

“We should build a world of common prosperity through win–win co-operation.”President Xi Jinping addressing the United Nations, 2017Since the 1970s China has lifted nearly a billion people out of poverty,…

Comments Off on China’s ‘Common Prosperity’: Understanding the Background, Implications and Opportunities for Technology, Consumer and Luxury Companies

Big Tech and Regulation – There is no Terror in the Bang

“This antitrust thing will blow over.”Bill Gates (Speech to Intel executives, 1995)Last September, we outlined our views about the regulatory threats facing the big tech companies in our investment insight…

Comments Off on Big Tech and Regulation – There is no Terror in the Bang

Interest Rates and Risk Assets

You’ll never find a rainbow if you’re looking down. Charlie Chaplin Last month marked the one-year anniversary of the start of the new equity bull market. It also marked what…

Comments Off on Interest Rates and Risk Assets

The Economics of post-crisis Recoveries

The Oxford University Business Economics Programme has produced a series of lectures on the Economics of Post-Crisis Recoveries that we are proud to be sponsoring. We had an opportunity to…

Comments Off on The Economics of post-crisis Recoveries

Investment themes and opportunities 2021

As we start the year, we would like to share some of our expectations for markets, industries and the companies we invest in. Our World Stars Global Equity strategy finished the…

Comments Off on Investment themes and opportunities 2021

End of content

No more pages to load

Close Menu