ACF Outlook 2024

ACF Outlook 2024

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Is the Private Equity Boom Over?

Is the Private Equity Boom Over?

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 Investment themes that are not AI 

 Investment themes that are not AI 

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Rotation back to growth imminent?

Rotation back to growth imminent?

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US performance for the rest of 2023

US performance for the rest of 2023

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US reshoring – finely balanced for now

US reshoring – finely balanced for now

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Deliveroo’s IPO downhill delivery – it’s not alone

Deliveroo’s IPO downhill delivery – it’s not alone

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Capital Markets – significant behavioural change

Capital Markets – significant behavioural change

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Even if you don’t plan for energy profiles to change, the world does. ACF C-Suite Guide.

Even if you don’t plan for energy profiles to change, the world does. ACF C-Suite Guide.

In part I of this blog https://acfequityresearch.com/decoupling-of-gdp-and-energy-growth/ We discussed some of the fundamental changes in macro-economic relationships happening now and revolving around energy and GDP growth. In part II we consider some of the implications for extractives (basic resources –...

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Decoupling of GDP and energy growth: A CEO guide. McKinsey Quarterly April 2019

Decoupling of GDP and energy growth: A CEO guide. McKinsey Quarterly April 2019

In the analysis below ACF takes a short form look at the data within the most recent McKinsey Quarterly report and overlays some of its own interpretation. When I try to reduce the whole of economics to one idea to...

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