Capital vs Inefficiencies

Investor Portal Published: 11.18.2025 By: Craig Nicol and Oleg Melentyev Download View BACK TO INSIGHTS Capital vs Inefficiencies In the era of plentiful and cheap capital that defined much of the post-GFC period prior to 2022, many European corporates overextended...

The Investment Case for Europe

Investor Portal Published: 09.12.2025 By: Craig Nicol and Oleg Melentyev Download View BACK TO INSIGHTS The Investment Case for Europe In a rapidly shifting global economic environment, Europe finds itself at a crucial inflection point. Often dismissed for its...