Jan 25, 2023
Some of the main challenges facing the continent, what we gleaned from visiting over 45 companies, and ESG considerations that are front of mind for major European investment firms.
Highlights:
- Our thoughts on the prevailing macro concerns—e.g., inflation energy crisis
- “Collective corporate memory” and why the...
Jan 16, 2023
A review of last quarter, the major themes and takeaways from 2022, and what’s on the horizon for the new year.
Highlights:
- How we did—and what factors impacted relative performance
- Why 2022 was difficult for Balanced investors
- Discount rates have gone up…where are valuations at?
- Inflation expectations, interest...