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Investment

December 2, 2020

The unique shape of the Covid-19 crisis and accompanying recession has meant some industries have thrived while others have dived. In caricature, everyone now uses Zoom and Peloton, while offices and gyms were forced to close.

The unique shape of the Covid-19 crisis and accompanying recession has meant some industries have thrived while others have dived. In caricature, everyone now uses Zoom and Peloton, while offices and gyms were forced to close.

What does the K mean? Online shopping wins, traditional retailing loses. Commercial property such as offices and shops lose, but logistics warehouses thrive. City apartments struggle, suburbs with gardens boom. The digital economy beats everything.

November 26, 2020

The growing global $344 billion legal cannabis market is maturing, attracting sophisticated capital and proving attractive for family office investors seeking returns, says Chrystal Capital Partners.

The growing global $344 billion legal cannabis market is maturing, attracting sophisticated capital and proving attractive for family office investors seeking returns, says Chrystal Capital Partners.

Kingsley Wilson (pictured above), investment partner and co-founder of the London-based entrepreneurial corporate finance and investment house, discusses the opportunities and shatters the myths in the alternative asset class with Geordie Hadden-Paton (pictured below), investment associate at CCP.

November 25, 2020

The Russell Investments annual ESG Manager Survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private market managers and spotlights firm wide policies, use of data, engagement and integration.

The Russell Investments annual ESG Manager Survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private market managers and spotlights firm wide policies, use of data, engagement and integration.

The survey was conducted from 26 May to 17 July, with the results published 6 October, 2020.

Have environmental, social and governance factors increased or decreased in importance?

November 18, 2020

The future looks even more uncertain than usual. Normally uncertainty translates into lower asset prices. But not this time. And with the prices of all assets buoyed by abundant liquidity, we fear a traditional ‘diversified’ portfolio is not going to be much protection in the next market convulsion.

The future looks even more uncertain than usual. Normally uncertainty translates into lower asset prices. But not this time. And with the prices of all assets buoyed by abundant liquidity, we fear a traditional ‘diversified’ portfolio is not going to be much protection in the next market convulsion.

In particular, we believe that conventional bonds will provide neither acceptable returns in good times, nor much protection in a downturn.

November 17, 2020

Hoshi Ryokan from Japan, C Hoare & Co from the United Kingdom, De Kuyper Royal Distillers from The Netherlands and Mellerio dits Meller from France are some of the oldest companies in the world. While they represent diverse industries, from hospitality and banking services, to royal heritage distillery and luxury jewellery, they all share one common model. As family businesses, they managed to navigate multiple crises and build resilience over generations. 

Hoshi Ryokan from Japan, C Hoare & Co from the United Kingdom, De Kuyper Royal Distillers from The Netherlands and Mellerio dits Meller from France are some of the oldest companies in the world. While they represent diverse industries, from hospitality and banking services, to royal heritage distillery and luxury jewellery, they all share one common model. As family businesses, they managed to navigate multiple crises and build resilience over generations.

November 13, 2020

Leibinger family’s Trumpf leads global quantum breakthrough, lockdown book lovers help stabilise Bertelsmann revenues, Reimann family’s JAB Holding sells Coty stake as portfolio hits turbulence.

Leibinger family’s Trumpf leads global quantum breakthrough

The Leibinger family behind the German high-tech company Trumpf says its world-first quantum optical sensor will lead to completely new industrial applications from next year.

November 12, 2020

Vertical farming is being planted as the future of agriculture and the blossoming sector’s long-term growth could be a good fit for family investors and their patient capital.

Vertical farming is being planted as the future of agriculture and the blossoming sector’s long-term growth could be a good fit for family investors and their patient capital.

Issues surrounding the increasing population of the world combined with water scarcity in a changing climate and the security of food and supply chains exposed by the coronavirus pandemic have all seeded minds on the possibilities of vertical farming.

November 12, 2020

The popular interactive Campden Club webinar series returns with its 6th Virtual Fund Manager & Investment Event on 1 December, open virtually for global participants.

The popular interactive Campden Club webinar series returns with its 6th Virtual Fund Manager & Investment Event on 1 December, open virtually for global participants.

Campden Club will host a select group of four funds or direct investments who will present their strategies in the next webinar. To date these have included impact investments, equities, venture capital, private equity, private credit, private debt, real estate, hedge funds, agriculture, emerging markets, technology and more.

November 10, 2020

In the midst of a coronavirus pandemic, investors have been exposed to the reality that the global economy can be brought to a halt by a large-scale unpredicted event. A comparison can be drawn with climate change, now widely recognised as a large systemic risk that will affect the global economy, and one which may affect investment portfolios in ways we can’t yet fully imagine or predict.

Private markets—an opportunity to support the transition to a low-carbon and climate resilient world, whilst providing financial rewards

In the midst of a coronavirus pandemic, investors have been exposed to the reality that the global economy can be brought to a halt by a large-scale unpredicted event. A comparison can be drawn with climate change, now widely recognised as a large systemic risk that will affect the global economy, and one which may affect investment portfolios in ways we can’t yet fully imagine or predict.

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