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marten
The Great Rebalancing: Capital Allocation in an Age of Fragmentation and Convergence
After a long stretch in which US markets served as the default setting for global portfolios, 2026 is beginning to look like a turning point. Concentration risk, stretched valuations, fiscal strain, and a rewiring of supply chains and reserves are
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The Dissonance of Davos 2026: Capital Allocation in an Age of Fragmentation and the AI–Energy Nexus
The World Economic Forum’s 56th Annual Meeting opened beneath the banner of “A Spirit of Dialogue”. What emerged in Davos-Klosters was something sharper: a widening gap between political theatre and boardroom reality. While populist rhetoric attacked the language of climate
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Leadership at the Helm of Kenya’s Renewable Power Champion
KenGen’s executive team brings together deep technical expertise, financial discipline, legal rigour and strategic foresight to steer East Africa’s foremost electricity generator through an era of energy transition, sustainability and growth. Eng Peter Njenga Managing Director and CEO Born in
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KenGen Powering East Africa’s Clean Energy Future
Kenya Electricity Generating Company PLC (KenGen) stands as East Africa’s leading power producer, entrusted with the mandate to develop, manage and operate the power plants that underpin Kenya’s economic and social life. The company’s vision is to be the market
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The “Sell America” Trade Returns — With Greenland at the Centre
A familiar market pattern reasserted itself on 20 January 2026: the dollar slid, Treasury yields rose, US equities fell sharply, and investors rushed into precious metals. This is the classic “sell America” trade — and its reappearance says less about
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Heat Pumps That Pay: How Industrial Process Heat Is Becoming a Cost-Saving Asset
Table of contents Why industrial heat is now a balance-sheet issue 1) The commercial frontier: process heat up to ~200°C Why 200°C is financially meaningful A CFO-style payback lens (illustrative) 2) The breakthrough beyond 200°C: sound-driven thermoacoustic heat pumps Why
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Earth Active Under Neil Jeffery: De-Risking Capital in Complex Markets
Earth Active operates at the intersection of environment, climate, governance and social performance, helping lenders, investors and developers deploy capital effectively in complex and high-risk markets. Under Chief Executive Officer Neil Jeffery, the firm has evolved from a specialist advisory
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Trump Targets Wall Street Landlords, Putting Private-Equity Underwriting on Notice
A proposal to bar large institutional investors from buying single-family homes has jolted real-estate equities and reopened a long-running political argument: is housing unaffordable because capital is crowding out families—or because the US simply does not build enough homes? On
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The Venezuela Trade: Markets Move Faster Than Politics
The overnight capture of Nicolás Maduro has jolted geopolitics — and, almost immediately, reset the investment debate around Venezuela’s reopening. For global capital, the question is no longer whether a “reconstruction trade” could exist, but what it would take for
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Rolex vs Watch Flippers: How Certified Pre-Owned Became a Weapon of Pricing Power
Rolex has finally confronted the watch flipper economy — not by flooding the market or cutting prices, but by tightening control over trust in a resale ecosystem awash with counterfeits and speculation. The brand’s Certified Pre-Owned programme has become less
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