The 20th National Congress of the Chinese Communist Party (aka. the Party Congress) has ended, and the overarching conclusion is that China is essentially set to be ruled by one man, with the Xi Jinping Dynasty having begun in earnest.
For the past few years, increased geopolitical tensions and disruption of supply chains have driven the global realignment of supply chains closer to the country of consumption.
The Big Government theme cuts across and influences many of our other themes. In thinking about the future and searching for thematic tailwinds it is becoming much more important to understand the long-term priorities of governments.
We are currently witnessing the beginning of a prolonged structural energy crisis caused by a poor understanding of what energy is and a lack of knowledge of our dependence on fossil fuels.
This paper addresses five key questions that C WorldWide is typically asked by professionals assesing our investment approach – our objective seeks to provide what could be considered the wrong answers for what we consider to be the right reasons.