The best scenario analysis explanation
Scenario analysis focuses on the areas of greatest uncertainty for an operation, systematically develops several plausible alternative future environments in which the operation might be...
“So…. what are you building?’
Starting a business feels routine and there is relief in getting some paid work but there is a nagging question of ‘what am I aiming...
What would an investor group for data privacy focus on?
In 2018, I co-authored a report on data privacy for the IRRC which showed some scary statistics for investors who think that the current state...
Another briefing
Last year, I ran three briefings. Two on Investing for Good and a bespoke briefing on the ESG Trends, Models and Lessons Learnt for a...
AI tells you what it suspects you want to hear
If we changed Artificial Intelligence making into Automated Decision-Making, we would communicate far more about the aims of the AI movement than we currently do....
Growth, re-investment and taxation
Let's get down to brass tacks. I believe that economic growth in the modern economic is primarily the interaction between government, companies and speculators....
‘From the dreaming to 1915: a history of Queensland’ by Ross Fitzgerald
Investing has an element of mythologizing previous wealth creation events so that people often mimic prior investment approaches because they are ‘proven’. Investing, therefore, is...
What should your position in the ESG market be?
(Edited based on feedback about market sizing and intentionality) I have been running briefings on ESG integration models, trends and lessons for equity fund managers...
‘Common Stocks and Uncommon Profits’ by Philip Fisher
Scuttlebutt! I have slogged my way through some of the seminal investing books. I have tried to finish ‘Margin of Safety’ by Seth Klarman. No...
Investing in climate adaptation opportunities
Looking across the field of climate adaptation investments, I see climate adaptation bonds that raise money from investors to fund climate adaptation projects and some...