Nick Hornby: Three investment trends for the next 35 years
Video: Cerno Capital founder on the opportunities in alternative protein, blockchain and space
Video: Cerno Capital founder on the opportunities in alternative protein, blockchain and space
Fay Ren and Michael Flitton on how Asia is beginning to move onto investors’ radar for its ground breaking companies
Cerno Capital is eyeing up opportunities in India and Japan, and is not willing to give up on the infrastructure trade despite president Trump’s inaction.
With a mistrust of global macro managers and concerns over an economic cycle ‘de-fanged’ by central banks, Cerno’s co-founder is drawing on his ‘apprenticeship’ in Asia to inform his current investment choices.
With central banks loosening their belts so much comes the risk of policy makers getting caught with their trousers down.