Cleansing capitalism’s karma (video)
William Lough and Laura Corbetta talk through the hypothesis, research methods and conclusions behind our recent work on the global capex outlook.
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“A decade of under-investment by corporates between the global financial crisis and the pandemic has coincided today with cross currents such as the requirement to invest behind decarbonisation, behind security of supply chains, and automation.”
William Lough, Portfolio Manager - PVT Equities
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