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ESG engagement over exclusion: How you can do well by doing good

August 19, 2021

Floods in Europe, forest fires in North America and Australia—the impact and tragic results of climate change are starting to dominate the news.

Floods in Europe, forest fires in North America and Australia—the impact and tragic results of climate change are starting to dominate the news.

The actions taken by governments, companies and individuals in the next decade will be crucial if we are to limit the rise in global temperatures. The option of doing nothing has now passed, not just for the environment, but for companies and investors too.

FB Roundup: Grosvenor Group, Samsung Group, Berkshire Hathaway

August 16, 2021

Grosvenor Group seeks ESG commercial property deals beyond London, Samsung’s ‘crown prince’ Lee Jae-yong released on parole, Warren Buffett maintains Berkshire Hathaway buyback spree over deals.

Grosvenor Group seeks ESG commercial property deals beyond London

Grosvenor Group, the London-headquartered international property businesses owned by the Duke of Westminster and family, looks to expand in the regions of the United Kingdom with its ESG–minded $415 million investment strategy.

The new strategy followed losses in asset values and revenue as Covid-19 pandemic restrictions impacted high street retail in 2020.

How Flanders injects the life sciences and medical world with innovative tech

August 16, 2021

For an innovative investment to pay off, the pieces of the research and development puzzle need to fall into place perfectly—especially in life sciences and MedTech.

For an innovative investment to pay off, the pieces of the research and development puzzle need to fall into place perfectly—especially in life sciences and MedTech.

In Flanders, the northern region of Belgium, you’ll find all the required ingredients: companies that adapt quickly and work together, academic institutions and research centres that support the ambitions of entrepreneurs, government agencies that think with and support the world of business in a hands-on way. It’s all available in a compact and dense knowledge network.

New surgical, nanofiber, sight-saving and robotic solutions at MedTech Investing Forum

August 13, 2021

Cutting-edge venture stage innovations for chronic diseases with billion-dollar market potential will be presented to private investors at the Campden Wealth 31st MedTech Investing Europe Forum on 21-22 September, 2021.

Ruffer Radio: Inflation—great expectations

August 3, 2021

Inflation is back, but for how long? Bertie Dannatt, investment director, joins Ruffer Radio to discuss how markets are digesting the return of inflation, and what rising prices mean for consumers and investors alike.

Inflation is back, but for how long?

Bertie Dannatt, investment director, joins Ruffer Radio to discuss how markets are digesting the return of inflation, and what rising prices mean for consumers and investors alike.

Click the image below to play the podcast.

FB Roundup: Porsche, Inditex, Selfridges

July 30, 2021

Porsche family joins billionaire space race with rocket investment, Amancio Ortega’s Inditex fortunes fall and rise with Covid-19 restrictions, Weston family puts Selfridges on the auction block for $5.5 billion.

Porsche family joins billionaire space race with rocket investment

The Porsche family is backing the European rocket launch startup Isar Aerospace Technologies with an eye on the spin-off innovations from easier access to space.

Entrepreneurial families in a post-Covid world—where wealth transfer meets governance transfer

July 28, 2021

Much has been written about "The Great Wealth Transfer" that is expected to happen over the coming years as Baby Boomers pass their wealth to next generations. Both the estimates of what value is to pass, by inheritance or gift, and the timeline over which this is to happen vary widely.

Unravelling the mechanisms of how ‘tech makes Flanders tick’

July 27, 2021

Say Flanders, think research and technology. Belgium’s northern region is a well-known beacon of innovation. Its companies, research centres and knowledge institutions are at the basis of ground-breaking solutions in niches like digital, health and climate tech.

Through its worldwide Science and Technology Offices, Flanders Investment and Trade helps Flanders build bridges of knowhow and innovative strength across the globe—and you can reap the rewards, too.

FB Roundup: Exor, Ermenegildo Zegna, L Brands

July 23, 2021

Agnelli family’s Exor linked to Armani, Zegna family lists luxury group via $3.2 billion SPAC, Les Wexner distances from L Brands with $2.2 billion share sale.

Agnelli family’s Exor linked to Armani

The Agnelli family that made its fortune in the Italian auto industry is expanding its interests in luxury goods with apparent overtures to Armani, only months after acquiring a quarter-stake in Christian Louboutin.

Agnelli scion John Elkann (pictured left), 45, the billionaire chairman and chief executive of Exor, the family-controlled holding company, has been in talks with fashion designer Giorgio Armani, Reuters reported.

Jonathan Ruffer on assets, quantitative easing and inflation

July 13, 2021

We have been talking of inflation for well over a decade—which is not the same thing as calling its timing. An impasse was created by the failure of the economy to grow after the 2008 crisis—all the risks (as we patiently explained) were deflationary, and in vain did the central banks and governments try to force an inflationary impulse into a sluggish world. Their primary weapon? An invention, deployed on a grand scale—quantitative easing (QE to its friends).

I am writing this just before a US inflation report which, to quote Bloomberg, “May provide clues on the monetary-policy outlook; S&P futures were little changed, as were European stocks [awaiting] the next policy statement from the European Central Bank…”