
Expectations management is key
Investments goes in cycles. Each era is distinguished by different sets of characteristics. A defining moment of the present period is a...


Private Equity – the case of active equity investing
Allocations to Private Equity are often a significant part of institutional investors overall portfolios. Based on a blend of market...


It’s the Valuation, stupid
In the 1992 U.S. Presidential election, Bill Clinton’s campaign strategist James Carville coined the catchphrase “It’s the economy,...


A sheep in wolves’ clothing
This fall I have the pleasure of serving at the jury panel for a few IPE 2017 Awards. The IPE Awards each year recognise the bar-raising...


Carbon divestment: just how straightforward is it?
Climate change as caused by human activities is an established scientific fact. At last, political leaders have agreed on an ambitious...