Articles
Repowering renewables
4 min read
Many of Europe’s wind turbines are midway through their planned life. But rather than being a threat to net zero targets, upgrading existing infrastructure is an opportunity to give wind energy a powerful boost.
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15 min read
Economic Update December 2024
In 2024, inflation finally abated across most jurisdictions with a lower-than-expected cost in terms of growth and unemployment. Given this resilience at the start of the central bank easing phase, a key question for investors in 2025 will be how far will rates be cut to balance growth needs and inflation caution in a time of geopolitical uncertainty?
6 min read
Private Equity: Deals down under
In 2024 institutional investors are increasingly looking to private equity allocations to enhance returns. But not all regions are created equal.
This article explores how private equity investors can access the plentiful and potentially more profitable Australian mid-market sector.
15 min read
Economic Update September 2024
Global growth remains resilient however recent dataflow suggests slowing momentum. As disinflation progresses, labour markets and growth will guide monetary settings. However, the outlook remains asynchronous.