Investing in People
The Active Share
Are We Going to Deglobalize?
The only aspect of to day's regime that i think is different is the e s g driven, stakeholder driven concept of investability which seems to have come to the fore around russia. There are an a there play books for this, in that every crisis is different. But i do wonder how far, if we were to open that door of what we consider investible based on moral judgment, how much we would continue leave out? That's something i'm watching very carefully to see if it's just a flash in the pan or part of a much bigger trend.
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