The 20th National Congress of the Chinese Communist Party (aka. the Party Congress) has ended, and the overarching conclusion is that China is essentially set to be ruled by one man, with the Xi Jinping Dynasty having begun in earnest.
For the past few years, increased geopolitical tensions and disruption of supply chains have driven the global realignment of supply chains closer to the country of consumption.
The Big Government theme cuts across and influences many of our other themes. In thinking about the future and searching for thematic tailwinds it is becoming much more important to understand the long-term priorities of governments.
We are currently witnessing the beginning of a prolonged structural energy crisis caused by a poor understanding of what energy is and a lack of knowledge of our dependence on fossil fuels.
This paper addresses five key questions that C WorldWide is typically asked by professionals assesing our investment approach – our objective seeks to provide what could be considered the wrong answers for what we consider to be the right reasons.
Central banks have since the financial crisis in 2008, through low interest rates and liquidity, aggressively used the financial levers of the economy to pull the real economy forward. Now the central banks need to make a U-turn.
As we try to assess the longer-term implications of Russia’s vicious attack on Ukraine some conclusions come quickly and are hard to dispute. These are the known knowns.
There is definitely a sense of change in the air. The payments sector as such, will continue to see attractive growth for at least another 5 years, and likely for the rest of this decade.
We are deeply disturbed about the future of Ukraine and the western liberal order. However, it is also a time to reflect and consider what has brought Europe into this calamity.
The outlook for the payments industry is today less clear than it was 5 years ago. Changed consumer preferences and new, more agile competitors have changed the competitive landscape.