Just back from his fifth trip to Davos, we asked Tribe fellow Mark Campanale to share some of his experiences of the delegations, dinners, and dance-floors.
[…] associated infrastructure such as charging stations 6 . As an example, the world’s biggest supplier of batteries to the auto […]
[…] sheet – as determined by accounting rules – and the actual price a bank would obtain if it sold that […]
Do you buy free-range eggs and organic meat, but never question whether your pension is funding factory farming?
[…] numbers BUT not everything is designed to be measured (for example, love) and things that are able to be measured, […]
[…] are often followed by some of the biggest rallies. For example, the bear market rally from June to mid-August 2022, […]
[…] of hope. Three Covid-19 vaccines have been announced; increases in national net zero commitments mean over 50% of global CO2 emissions...
[…] need new types of economists – Kate Raworth is one example – as well as NGOs, people who understand the […]
[…] the December 2025 target, Financial Times Stock Exchange (FTSE) 350 companies now meet the 40% target for women on boards 11 . Women Chief Executive Officers (CEOs) in the US currently run more than 10% of Fortune 500 companies 12 for the first time in history. And in the UK, Cheryl Potter was recently appointed to the Board of Marks & Spencer, a major multinational retailer, creating a female majority board for the first time in the company’s history 13 . According to Morgan Stanley Capital International (MSCI), the percentage of director seats held by women increased in 2022, reaching 24.5% among constituents of the MSCI All Country World Index (ACWI) Index, up from 22.6% the previous year 14 . The percentage of Index constituents with at least 30% female directors also increased in 2022 to 38% compared with 33% a year ago 15 . It feels like some progress is being made with gender balance in the workplace. Regulations driving gender balance Without entering the debate around whether regulations and quotas are the right or wrong way to achieve gender balance, different tools do different jobs. If we’re to reimagine and rebuild our businesses, we need all the tools at our disposal. France is one of the most progressive EU Member States for women on boards. A 2011 law phased in a 40% quota to improve gender balance on management boards 16 in companies listed on the stock exchange (“CAC 40”), or those with more than 500 employees and turnover exceeding €50 million over the previous three years. The law faced some criticism as the parity it sought to create was capped at board level without extending to any other management, strategic or commercial roles. This changed last year when the Rixain Law 17 was passed, increasing gender quotas applicable to management bodies and senior executives of large companies. From the 1st of March, 2026, large French corporates (> 1,000 employees over the past three years) will be required […]
[…] application of long-term investment orthodoxy. So, what does long-term investing actually mean for us? Our investment selection approach, seeks to […]
