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Want to unlock more value? Focus on true costs

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For many business leaders, the heat is on. They face inflation, supply chain disruption, labour shortages, and pricing pressures. Protecting margins while meeting customer needs and navigating economic uncertainty is crucial. However, many lack transparency and granularity in actual cost structures.

How will challenges to globalisation impact thematic investing?

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Let's have a look at the impact of "deglobalisation" on some of our favoured themes: smart manufacturing, energy transition and climate change, and the circular economy.

What should remuneration committees be focussing on and why?

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Remuneration committees have an onerous task of navigating one of the most contentious issues in almost any company – that of setting remuneration for executives and more recently overseeing the remuneration of the workers.

Navigating the polycrisis

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The notion of a polycrisis – various systemic crisis occurring simultaneously and interacting with one another – has been around for a while but has gained renewed traction for obvious reasons.

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