What you read in 2024: The problems with ESG and what Trump means for IR
The past 12 months have been a time of intense change – you don’t need me to tell you that. We’ve seen a change of administration...
Investor perspectives Archive
‘We're seeing unusual complexities’: Webinar explores the changing nature of market valuation
Stock markets hit record highs in 2024, powered by falling interest rates and, more recently, expectations for business-friendly...
Read more
Why Brian Thompson's killing has prompted companies to think about executive safety and corporate purpose
‘Executive security used to be something of a hard sell,’ says Iylia Lavatelli, a former close-protection security provider, now...
‘Many investors believe nuclear is part of the solution to decarbonize’: A day in the life of an IRO with Denis Jasmin of AtkinsRéalis
AtkinsRéalis is a C$13 bn ($9.2 bn) Canadian engineering services and nuclear company that began life in 1911 and was formerly...
Read more
Fund manager profile: ‘We put a lot of emphasis on innovation,’ says Heptagon Capital’s Alexander Gunz
Heptagon Capital is a private investment firm with $14.4 bn of assets under management, founded in 2005. The firm partners with a...
How the UAE’s capital markets are seeking the spotlight
As the UAE solidifies its position as a leading global financial hub, its capital markets are thriving like never before. Amid...
Leaving purgatory: Inside the defense shift from sin stock to ESG portfolios
Oct 07, 2024
9 min read
‘The tone of the conversation, when it comes to investing in defense from an ESG lens, has changed – it's become far more...
Read more
No company is a permanent buy: Inside the decision-making process of an exiting investor
You invest in the stock market to make money. The choice of companies to buy and the price at which we buy them are key to this...
Funding the food revolution: How Swiss fund manager Picard Angst is investing in the future of agri-food systems
Picard Angst (PA) is an independent Swiss financial services provider, established in 2003. Based in Zurich and the UAE, the firm...
‘We do not speak to any sell-side analysts’: Stephen Yiu of Blue Whale
When Stephen Yiu, managing partner and chief investment officer at the Blue Whale Growth Fund, branched out in 2016, Peter...
Read more
