Why Most Family Offices Should Fail (And How to Build the Rare Exception) “Adversity is sometimes hard upon a man, but for one man who can stand prosperity, there are a hundred that will stand adversity“ Thomas Carlyle, Scottish historian and philosopher (1795-1881) Unfinished portrait of Thomas Carlyle by John Everett Millais (1877). Source: National […]
Twenty years ago I read Jared Diamond’s Collapse. The story of Norse Greenland still matters because it shows how societies rarely fail suddenly. They fail slowly, through reasonable decisions that no longer fit a changing world.
Europe has simplified the rules. The question is whether capital will follow credibility instead of labels. A Reset in Market Signals Europe is rewriting how sustainability shows up in financial products. Article 8 and 9 labels are being retired. Three new categories take their place: Sustainable, Transition, and ESG Basics. The stated goal is clarity,
Studying both CFA and CAIA reveals how public and private markets complement each other. Learn about IRR illusions, benchmark thinking, and portfolio allocation insights from 20+ years of experience.
We rely on a layer of digital scaffolding in orbit, and that scaffolding is vulnerable to forces we barely understand and cannot predict with precision.
Just because we cannot see the risks above us does not mean they are not real.
Differentiating Article 8 funds from Article 8+ claims poses challenges, especially concerning their ESG commitments. The EU’s SFDR regulation provides standardized reporting via the European ESG Template (EET), simplifying data analysis. This facilitates transparency, enabling stakeholders to evaluate genuine ESG performance without sifting through extensive sustainability reports.
Battery storage costs have plummeted 90% since 2010. The arbitrage opportunity is staring us in the face: bank free solar at noon, sell it back at 7pm when everyone gets home and prices spike.
