Goliath is a David

Hedge funds have long been the Goliaths in the jungle. Now they are increasingly looking like Davids….

A different kind of recession

For the ones looking in the rear view mirror for the signs of a recession, you might not find much. It is quite different this time around….

Lessons from a bear market

Its good to pause and reflect on what went over the past two years, and think about the broad lessons you can take away…

Value. Unlocked

Its been hard out there for the global telecoms industry. But if you cannot create and capture enough value anymore, you might as well try and unlock it…

Somewhere to hide

While the markets come to terms with higher inflation, investors are looking for somewhere to hide and seek some shelter for their savings…