Newsletter: Waiting for the All Clear

It’s been a long, cold, wet and dark winter. Harsh economic winds have been firmly in our faces, carrying away any confidence that there could ever be another summer breeze.

 

All investment needs this confidence; to deploy capital, to commit time and resources, to make hiring decisions, and to fully commit to making a career move. Picking the right time to invest in any of these is critical. We know that there is plenty of dry powder becoming impatient in its need for deployment. We also know that the ‘great resignation’ didn’t fully materialise and as much as there are mountains of capital, there are also deep pools of people impatiently waiting to make their move. On both counts, should we follow Blackstone’s latest missive and make the commitment ‘before the all clear signs come out’?...Continue reading