31 May 2020

London is Top City Brand

London is the world’s top “City Brand”, with Sydney, Paris, New York, and Rome rounding out the top five, according to the people in ten countries surveyed for the Anholt-Ipsos City Brands Index.

27 Nov 2019

Let Politicians sort out Climate Change

And Fund Managers should get on with doing their job, which is find good investments for their clients. Has ANYONE ever heard of this 'ThinkTank'? (and should many of them not just simply be called non-representative/unelected lobbies?). So who should care about the latests moan (sorry, 'Report') by 'InfluenceMap'? Why should companies and shareholders, and the investment managers accept lock, stock and barrel what is bandied about regarding 'Climate Change'. Let politics set rules in a democratic fashion, that is its role and business and investors can work in the framwork that is given. Everything else is just Virtue-signalling - esp as long as the 100 pound gorilla in the Climate 'Emergency' discussion, rampant growth in world's  Population, is swept under the carpet.
Biggest Asset Managers not holding Companies to account on Climate Change 

21 Oct 2019

Fund Management Consolidation - a caveat

Anath Capital acquires Stratton Street  and will integrate the credit fund manager's $500 Mio AuM with its Garraway Capital subsidiary to bring combined AuM to $ 1 Bio.
While consolidation in the Asset Management space continues it will not end in a completely oligopolistic landscape. The bigger the dominant firms become the less able they will be to differentiate their products or achieve outperformance. This will always leave room for up-and-coming managers - apart from the human desire to run their own business rather than being stuck in huge bureaucracies.