Sleeping Giants Don’t Sleep Forever

As we move into the final quarter of 2024, we face an increasingly complex macro landscape. This period has been marked by the resurgence of mainstream investor interest in China and a reflection on the lasting impacts of aggressive climate policies on Europe’s competitiveness.

This quarter we delve into the burgeoning “silver economy”, a secular trend driven by an ageing population with increasing spending power. Additionally, we examine the reality check facing remote work as corporate culture comes under scrutiny, along with its implications for office real estate.

CIO Josh Derrington concludes with a reflection on Big Tech’s parasitic business models and the risks that may arise from their relentless growth.

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