Global Zero – Data and Resources

Emerging and frontier markets have an urgent need for sustainable and impact investments to tackle economic, climate and societal challenges. As investors and advisors in these markets, we have long relied on numerous on-ground resources as well as “other people’s data” relating to sustainability issues around the world. Below are a just a few of […]

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Black Swans and the Future of Learning and Work

China’s coronavirus outbreak–which given its severity and unpredictability should be considered a Black Swan event–is already revealing stark differences in the way schools, universities and workplaces are responding and the extent to which they are prepared for operational continuity and future growth.  In fact, the crisis response is making the “future of learning and work” […]

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The Future of Work is in Emerging Markets

For many US and European companies and investors focused developing technologies and training for the future workforce, staying at home seems like a sensible option.  After all, the US and Europe both have thriving, sophisticated education and labor markets within a supportive venture capital and private equity environment.  But in a world where rising working-age […]

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Talent, Training and AI: How Asia is (Again) Emerging as the World’s Laboratory

There are three key variables that businesses, investors and educators must understand with respect to Asia’s future rise and its impact on the world’s industries and workers. One, the trajectory of Asia’s educational achievement from K12 through post-graduate education, including English language, STEM and other skills capabilities.  As I have noted previously in this blog, […]

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Investing in the World’s Idle Youth

Disconnected or idle youth as measured by NEET rates (defined as 18-24 year olds neither in employment nor education or training) can be a major determinant of economic stagnation, social unrest and investment risk.  Unsurprisingly, the worst performers (based on OECD data) are often those with low educational attainment and a high degree of gender […]

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