THE INVESTIGATOR SERIES

No-nonsense research on today’s investment challenges, from the Superstar Economy to The Great Instability.

AGE OF TRANSFORMATION

We live in a time of enduring structural change. With varying reach and speed, accelerating transformative forces are shaping long-term sustainable investment opportunities.

GREAT INSTABILITY

We discuss the fragile nature of the global economy – something we’re calling the Great Instability. We look at the sources of this phenomenon, the implications for markets and society, and how investors can not only navigate, but also capitalise, on it.

SUPERSTAR ECONOMY

We turn the spotlight on the superstar economy. We consider the good, the bad and the ugly. Delving deeper to learn more about superstar firms and guide sustainable investment decisions.

INVESTIGATOR IN ACTION

You’ve read about the themes – now see how we translate them into actionable investment ideas.

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