Schumpeter's Gale

Billionaires' row, socialism with Chinese characteristics and creative destruction

Billionaires’ Row

During our two-year sabbatical in the investment management industry, it was suggested by a senior colleague that our focus should be less about the next big trend; instead, we should deepen our analysis around the factors weighing most heavily on asset prices in the near term. The comment was not as cynical as it sounds, the balance fo…