2023: A Year in Review
2023 provided investors with no shortage of events and developments to grapple with, whether it be ongoing geopolitical turbulence or incredible advancements in the field of artificial intelligence....
A selection of articles written by our team to give insight into how we think about the world
subscribe2023 provided investors with no shortage of events and developments to grapple with, whether it be ongoing geopolitical turbulence or incredible advancements in the field of artificial intelligence....
Decisions made by central banks around the world have drastically impacted equity markets. Globally, many asset owners would never have predicted the extent of the rise in interest rates, with many...
The past 20 years have been a stellar run for equities, characterised by steadily expanding production and few demand shocks, where fiscal and monetary policy enabled expansion to continue unimpeded....
2021 has been a very unusual year. It seems appropriate to reflect on a year that has been characterised by isolation, distance, and virtuality. While 2020 imposed this strange new world upon us,...
I cannot quite believe its December. Heading into Christmas and reflecting on the year that was, it can be confidently said, it was one like no other! This year we saw our world turn upside down with...
While we are not qualified to assess the humanitarian impact of the virus, nor can we say how long the whole situation will last, we thank the medical and scientific community for their efforts in...
As we wind down, we reflect on the past year which has seen a particularly turbulent one for geopolitics. Despite this, it has been an incredible year for our business and our investment portfolios....
Before we go into Christmas, I wanted to put pen to paper, and reflect back on the year that was. 2018 marked some key milestones for ECP Asset Management (ECP). The most important of which, was the...