Insights
Perspectives on the GCC and the United States
Concise analysis of the sectors and markets we work in. Each note presents a clear argument and identifies the sources behind it.
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Gulf Family Businesses as a Distinct Asset Class
This note argues that Gulf family businesses should be recognized as a distinct asset class.
Read the noteGulf Family Businesses as a Distinct Asset Class
This note argues that Gulf family businesses should be recognized as a distinct asset class. · 2 min read
Concentration of Institutional Capital and How to Manage It
This note argues that long-term investors should measure concentration and manage it as a risk of its own. · 2 min read
The Enablers of the Energy Transition
The energy transition depends on more than power plants. Investment opportunities also lie in the infrastructure and services that support generation: grids, storage, energy efficiency, components, and supporting services. · 3 min read
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