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Analysis

Global growth continues to slow as path to much lower inflation becomes visible

13 September 2022 • By Ken Leech • 1 min read

Global growth continues to slow as path to much lower inflation becomes visible

 Inflation in the US has peaked, global growth this year has slowed meaningfully, and potential growth weakness suggests a continuation of both of th...

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Global growth continues to slow as path to much lower inflation becomes visible

The shifting private markets landscape

Over the past five years, private markets have sustained the explosive AUM growth that initially began in the mid-2000s. Private market funds raised ...

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Global growth continues to slow as path to much lower inflation becomes visible

Infrastructure’s long-term proposition looks attractive today

With equities weaker in 2022 and trading on fast-moving events such as the Fed’s aggressive rate hikes and the ongoing war in Ukraine, infrastructur...

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Global growth continues to slow as path to much lower inflation becomes visible

You can’t beat them – So join them

Over the past few years, companies and investors have begun re-imagining how they think about the ‘private’ stage of a start-up's life cycle. O...

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Global growth continues to slow as path to much lower inflation becomes visible

“Please sir, I want some more!” – Shrinkflation and its impact on markets

In the 1968 Academy Award winning film Oliver!, the central character Oliver says, “Please sir, I want some more”. These famous words seek to capt...

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Global growth continues to slow as path to much lower inflation becomes visible

What the Inflation Reduction Act means for climate-focused investors

In defiance of recent expectations, the US government has passed a major package of climate spending. It is without a doubt the most significant piece...

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Global growth continues to slow as path to much lower inflation becomes visible

Looking under the hood more powerful than ever

Investing can be both the most simple and complex work on the planet. On the one hand, the basics are simple and well appreciated, buy, and hold for t...

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Global growth continues to slow as path to much lower inflation becomes visible

SDGs at half-time – we need to score (with) more goals

It has been seven and a half years since the UN’s Sustainable Development Goals were launched to great fanfare in 2015. A deadline of the end of 203...

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Global growth continues to slow as path to much lower inflation becomes visible

Australian equities: Three investment themes observed

The threat of persistent inflation and higher interest rates inducing a substantial economic downturn is currently the overriding focus of investment ...

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Global growth continues to slow as path to much lower inflation becomes visible

Challenges of investing in renewable energy infrastructure

With most of the developed world experiencing an energy crisis of varying degrees, investing in renewable energy has never been more in focus.  Th...

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