Reading Time: 8 minutes Derek Thompson’s “Everything’s terrible but I’m fine” Atlantic piece (link here) certainly seemed to catch a moment. Doomism, and bleak/nihilistic outlooks have been a growing theme for a while (forever, some might say), but objectively in 2022 there IS a lot of bad sh*t in the world to get down about. Jon Clifton, head of … More The Case for Optimism: 6 reasons
Reading Time: 2 minutes We’ve asked this question to nearly 100 different guests on our pocast, Investment Uncut (subscribe here apple | spotify ) including investing legends like Rob Arnott of Resarch Affiliates, Charles Plowden of Baillie Gifford, fund researcher Deb Clarke, Professors like Allison Schrager, Ludovic Phallipou and Alex Edmans and authors Robin Wigglesworth, David Ricketts and Joe … More A Question: What is The Most Underappreciated Thing in Investing?
Reading Time: 7 minutes I’ve realised that, when working in Responsible Investing, you can burn up an awful lot of energy and time responding to the same old tired arguments again – time that’s usually better spent elsewhere. That’s why on Friday when the video emerged of HSBC AM’s head of responsible investing Stuart Kirk’s now infamous FT speech … More What Stuart Kirk could have said …
Reading Time: 11 minutes Just because there’s noise around responsible investing doesn’t mean there isn’t substance. But the biggest risk to the movement right now is greenwashing by asset managers and others that’s taking place out there, every month, every day. While the intent is not malicious, it undermines the foundations of a movement that is genuinely starting to … More Greenwashing away trust
Reading Time: 5 minutes That choice between this “trinity” of masters seems to be the reality of modern knowledge work , and for those in senior roles (C-suite or equivalent) it’s often just one of those three that you get to stay on top of while the other spiral out of control. The modern media environment with its torrent … More Inbox, diary, to-do list: now choose just two
Reading Time: 4 minutes Ever wondered why ** every single ** private equity fund has a since inception “return” of 26% annually? Looks great compared to c8-10% in the public markets n’est pas? Especially in an era of low returns! Private markets must be the way forward … Yeah, nah, it doesn’t mean what you think it means … … More Inconvenient truths in Private Equity
Reading Time: 2 minutes War, climate change, pandemics, inflation, rising interest rates First published in LCP’s investment magazine – VISTA Original version available at lcp.foleon.com The job of investing involves reckoning with a huge amount of uncertainty and intersecting trends while making good decisions, screening out noise and resisting the temptation to overreact. That is, of course, easier said … More Turning points in uncharted territory
Reading Time: 2 minutes I asked the big question on Linkedin: what’s the most underappreciated workplace skill in 2022? Passive aggressive email drafting? Pretty powerpoint slides? Perfectly labelled excel spreadsheets? Here’s some of the answers I got back (crowd sourced): Teamwork The people who contribute huge value by making everyone around them a little bit better, though often in … More What’s the most underappreciated work skill in 2022?
Reading Time: 5 minutes Here’s my latest fortnightly real talk markets newsletter, in this edition: Q1 mumble, inflation, climate, the new triple-peak workday and Bill Gross is still standing. If you like it, please subscribe over on substack: How’s your week? I got followed by the real Bill Gross on Twitter y’all. So it’s been that kind of a … More Transitory inversion
Reading Time: 7 minutes Words like turning point and uncharted territory are easily overused in investing. No-one rings a bell at the top or bottom, and it’s always different this time, so usually they are no help. But it’s probably fair to say that 2022 is shaping up to present one of the more challenging periods investors will have … More Investing in a time of inflation: what they don’t tell you