A more fragmented and regional world challenges previous global investment paradigms – and increases the need for active and forward-looking capital allocation.
Equity markets globally reacted abruptly on Monday, 27 January, due to the introduction of the DeepSeek language model.
As we try to assess the longer-term implications of Russia’s vicious attack on Ukraine some conclusions come quickly and are hard to dispute. These are the known knowns.
We are deeply disturbed about the future of Ukraine and the western liberal order. However, it is also a time to reflect and consider what has brought Europe into this calamity.
