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Insights

Our idea generation is fuelled by deep research across a myriad of sources, mediums and regions

Each quarter, we share a selection of our latest thinking, covering the themes, opportunities and risks we’re seeing in markets. We welcome you to subscribe to receive this regularly.

Alvia’s not so ‘Secret Sauce’

Q4 December 2022: That calls full time on 2022. A year that undid the sexy 'promise' businesses, the (obvious) frauds and those investors who strayed from their process...

2021’s Hangover

Quarter 3: September 2022. If 2021 was the party, this year has certainly been the hangover...

Death, Taxes and…Drawdowns

Quarter 2: June 2022. Well, we’ve just had another quarter of reminders that the only certainty in life, is uncertainty...

Resuscitation of Value…ation

Quarter 1: March 2022. With the current macro environment feeling like a bubbling cauldron about to overflow, we explore the key paradigm shifts we are seeing...