Latest insights

17 June 2022 7 mins

All change in an irresponsible world

“It is not the strongest of the species that survives, not the most intelligent that survives.  It is the one that is the most adaptable to change” Charles Darwin.   Bear with me. This essay discusses biofuels, but its underlying message is about the perils of failing to...

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dry land needing water
9 March 2022 4 mins

The world is waking up to water scarcity

The world’s supply of fresh water is finite, but demand is rising. Pollution and climate change will only make this worse. Private companies and investors can play a vital role in addressing the world’s need for sustainable fresh water. Water, water everywhere About 71% of the earth's surface...

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1 March 2022 6 mins

Investing for income with quiet disruptors

Innovative and disruptive companies can be a source of durable income Equity investors have always had a strong affinity with dazzling innovations and are drawn to them like moths to a flame. History is littered with examples of high expectations leading to steep valuations and dashed hopes, from...

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28 September 2021 6 mins

The five themes shaping our world

Why thinking thematically helps us secure tomorrow Investors today are challenged by slower trend economic growth, largely due to a decline in population growth and subdued productivity gains. Meanwhile, climate change and resource depletion will have an increasing impact not only on economic growth but on all of...

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