COP makes me excited about emerging companies again
Although ‘a flood of green investment’ is perhaps the wrong phrase
Related reading
There is method in the market’s madness
But it relies on a host of rosy assumptions going in investors’ favour
A COP of clumsy compromises
It is left to a coalition of the willing to start the hard work of phasing out fossil fuels
Why the shift from savings glut to grab is good for investors
Countries and companies will need to compete for funds to meet their spending plans
Investors need to rethink the ‘factor’ approach
Portfolio management should be based more on themes such as innovation
We must be mindful of the risks of private credit
The sector remains untested in a severe or prolonged economic downturn
Private credit’s moment for a healthy reset
Recent ructions highlight the case for better scrutiny of the asset class