The number of listed companies has collapsed in many parts of the world as companies increasingly reject public markets. This has serious implications.
Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
As the popularity of private equity investing has risen, some parts of the market look increasingly overcapitalised. We look at where the best opportunities may lie.
Our new analysis can quantify the physical impact climate change has on companies around the world. The costs could be considerable.
A new theory about the US dollar is challenging the way economists and markets think about currencies. It has particularly important implications for emerging market asset classes.