In this quarter’s publication, we explore the growing risks that can hide in plain sight – from the currency drag that can quietly erode offshore returns, to the “silent killer” of complacency around valuations. We also look at how the largest intergenerational wealth transfer in history is reshaping investment behaviours, and not always for the better.
Elsewhere, we reflect on the lessons of 2008 through the lens of Buffett’s famous New York Times op-ed, take a closer look at environmental activism’s less convenient truths, and highlight where we’re seeing opportunity in unloved parts of the market.
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