What We're Reading: Investment Management
Accounts of investment and risk management are core for us and our clients, as one might expect. Hence, the team reading/re-reading a couple of pieces from Bloomberg detailing different approaches to benefit from changing demographic and consumption patterns while building resilience: (a) Blue Orchard, (b) Ascent Capital.
Profit warnings from six Kenyan listed companies in housing, cement, banking, retail and power reported this past week feel like structural problems coming home to roost. That being the case, more are expected to follow.
This Guardian report highlights environmental and reputational risks surrounding Ivorian and Ghanaian cocoa supply chains.