Is the Private Equity Boom Over?

Is the Private Equity Boom Over?

Continue reading →

 Investment themes that are not AI 

 Investment themes that are not AI 

Continue reading →

Rotation back to growth imminent?

Rotation back to growth imminent?

Continue reading →

US performance for the rest of 2023

US performance for the rest of 2023

Continue reading →

US reshoring – finely balanced for now

US reshoring – finely balanced for now

Continue reading →

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

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

Continue reading →

Capital Markets – significant behavioural change

Capital Markets – significant behavioural change

Continue reading →

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 –...

Continue reading →

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...

Continue reading →

Investments in Scottish commercial real estate grow in 2018

Investments in Scottish commercial real estate grow in 2018

The Scottish commercial real estate is booming in 2018, but at the start of the year this looked far from likely. After a rather slow 1Q start, levels of investment achieved record highs for 2Q18. A total £1.4bn has...

Continue reading →