Whilst the relevance of sustainability to investing is widely accepted by all actors along the investment value chain, its implications on their corporate strategy has yet to be fully appreciated. To illuminate the vast magnitude, profound implications, and requisite agility for leaders in adapting their strategies, we draw parallels from the film industry's transition to […]

Global markets are adjusting to new realities and investors are adapting the way they think of their portfolios accordingly. As we rethink capital allocation models, we first consider the macroeconomic backdrop in the context of systemic adaptation to longer term imbalances. We then offer more practical insights for portfolio considerations Over the last 50 years […]

Gold has long been a structural part of investor portfolios, benefitting recently from renewed tailwinds from a myriad of macro and geopolitical drivers. While we adhere to many of them, this report delves into the potential implications of upcoming corporate sustainability due diligence regulations and extrapolates the investment implications that may be overlooked by market […]