Writing · The archive

Essays on asset management,
geopolitics, AI policy
and the data behind brand.

Long-form work, written from inside institutional asset management. Five to sixteen-minute reads, organised by theme. Started 2022, ongoing.

Essays22
Total words24,995
Active themes6
Latest20 May 2025
Theme 01

AI / data products.

1 essays · ~749 words
  1. 16 Dec 24
    Why Data Centres Are Europe’s Investment Vanguard

    In 2024, a survey of 1,214 property professionals, including investors, developers, and consultants, highlighted the transformative potential of data centers in Europe’s real estate market. Scoring an average of 4.66 out of 5, data centers emerged as the top sector for investment prospects in 2025, outpacing logistics, student housing, and even renewable energy infrastructure. This surge reflects a digital revolution driven by cloud adoption, AI, and the ever-increasing need for secure data storage. But as demand grows, so does the competitive pressure, presenting both opportunities and challenges for asset managers.

    AI / data products 4 min
Theme 02

AI & technology policy.

2 essays · ~2,202 words
  1. 08 May 25
    China’s Next Move: Hydrogen Over Hype

    While Western nations double down on electric vehicles, China is playing a longer game—quietly building dominance in hydrogen-powered transport. New data suggests China is betting on what comes after EVs, and the world should take notice.

    AI & technology policy 3 min
  2. 13 Feb 25
    The EU’s €200 Billion Bet on AI Innovation

    As AI becomes the backbone of economic and geopolitical power, the European Union has stepped forward with an ambitious €200 billion initiative to position itself as a global leader. But is this investment enough to bridge the growing gap between Europe and its AI-dominant rivals?

    AI & technology policy 8 min
Theme 03

Asset management.

4 essays · ~4,135 words
  1. 30 Dec 24
    Whispers of Power: The Biggest Asset Management Mergers on the Horizon

    The recent surge in mergers and acquisitions within the asset management sector has sparked intrigue about the strategies driving these transformative moves. From scale and specialisation to market expansion and innovation, each deal reflects calculated decisions aimed at navigating an increasingly complex and competitive industry. Let’s delve into the likely strategies behind some of the most notable mergers and acquisitions.

    Asset management 6 min
  2. 17 Dec 24
    Vanguard UK: Champion of the Little Guy… for Just £4 a Month

    Vanguard UK’s new fee structure has sparked backlash among small investors. With a £4 monthly charge replacing its 0.15% annual fee for portfolios under £32,000, many question whether Vanguard UK is shifting focus—and leaving the little guy behind. Are these fees truly about sustainability, or is there more to the story?

    Asset management 6 min
  3. 05 Dec 24
    The Fastest-Growing Funds of 2024: Finfluencers and Digital Trends reshaping the Investment Landscape

    Finfluencers and digital funds are revolutionizing asset management by merging financial expertise with cultural relevance. With platforms like TikTok amplifying investment conversations and funds like the Schwab Crypto Thematic ETF delivering extraordinary returns, a new era of wealth creation is emerging—one driven by accessibility, innovation, and storytelling.

    Asset management 4 min
  4. 28 Nov 24
    Asset Management in 2025: The Year Visionaries Lead and Followers Falter

    The trends of 2023 reshaped the pension market landscape, influencing strategies in 2024 and offering valuable lessons for marketing teams in asset management. As we move toward 2025, understanding these shifts provides an opportunity to pivot campaigns and client communications to align with evolving priorities and expectations.

    Asset management 5 min
Theme 04

Brand, marketing & data.

10 essays · ~11,896 words
  1. 09 Dec 24
    The World’s Richest Women in 2024

    Wealth, often seen as the ultimate mark of success, carries with it a paradoxical burden. The lives of the world’s wealthiest women—spanning inheritance, industry, and philanthropy—offer a profound lens to explore questions of identity, responsibility, and societal impact. Their stories traverse privilege and perseverance, controversy and charity, posing questions about the true nature of prosperity.

    Brand, marketing & data 7 min
  2. 29 Sep 24
    Changes in global advertising spends in 2024

    In 2024, the advertising industry is shifting into high gear, with retail media, connected TV (CTV), and social media outpacing traditional channels. Retail media sees a whopping 21.3% growth, as brands exploit your every online move. The battle for your attention is just getting started. Adapt or get lost in the algorithm.

    Brand, marketing & data 7 min
  3. 29 Sep 24
    Driving Luxury Forward: How Digital Marketing Fuels the Success of Top Car Brands

    In today’s luxury automotive market, digital marketing isn’t just an add-on—it’s a core part of brand strategy. Brands like Tesla, Porsche, and Rolls-Royce have shown that a strong digital presence, whether through interactive configurators, engaging social media content, or personalized advertising, can make a significant impact on market share.

    Brand, marketing & data 9 min
  4. 20 Sep 24
    Dating App Showdown: The Top Picks in the US, UK, and Germany

    The dating app market has become a multi-billion-dollar industry, driven by a diverse array of monetization and advertising strategies. From freemium models to premium subscriptions, each app targets specific demographics and user behaviors to generate revenue. I break down the advertising and revenue models of four of the most popular dating apps and provide insights into how these strategies fuel their success.

    Brand, marketing & data 7 min
  5. 14 Sep 24
    How U.S. Consumers Are Investing in Sustainability Across Generations

    With platforms like Instagram and TikTok driving trends and setting the pace for what’s considered beautiful, it’s crucial to understand how different demographics engage with these platforms and how advertising affects their perceptions.

    Brand, marketing & data 5 min
  6. 14 Sep 24
    Nike: How to Succeed in the Chinese E-Commerce Market

    Nike's journey in China highlights how Western brands can thrive by adapting to local market dynamics. From collaborating with Chinese e-commerce giants to crafting culturally resonant marketing campaigns, Nike's approach shows that understanding and integrating into the Chinese digital ecosystem is key to success. This strategy has not only boosted Nike's visibility but also cemented its status as a leading sportswear brand in China’s vast e-commerce landscape.

    Brand, marketing & data 3 min
  7. 14 Sep 24
    China’s E-Commerce Giants: The Brands Outpacing Amazon and eBay

    In the fast-paced world of e-commerce, Chinese brands like Alibaba's Taobao and JD.com are not just keeping up—they're leading the charge. From live-streamed shopping events to same-day drone deliveries, these platforms are redefining what it means to shop online. While Amazon struggles to crack the Chinese market, these homegrown giants are quietly dominating, driven by a deep understanding of local consumer behavior and a relentless commitment to innovation.

    Brand, marketing & data 5 min
  8. 08 Sep 24
    How Social Media and Advertising Shape Beauty Standards in the UK: A Data-Driven Analysis

    With platforms like Instagram and TikTok driving trends and setting the pace for what’s considered beautiful, it’s crucial to understand how different demographics engage with these platforms and how advertising affects their perceptions.

    Brand, marketing & data 8 min
  9. 06 Sep 24
    The Ethics Divide: How Indian and Chinese Consumers Differ in Their Expectations from E-commerce Giants

    Understanding consumer attitudes in India and China is crucial for any e-commerce company looking to succeed in these markets. While Chinese consumers generally view big online stores positively, seeing them as convenient and beneficial to society, Indian consumers are more focused on ethical considerations, such as fair worker treatment and environmental impact. This article delves into the key differences in how consumers from these two countries perceive e-commerce giants and what it means for businesses.

    Brand, marketing & data 3 min
  10. 05 Sep 24
    Disrupting the Giants: Opportunities for Gaining Market Share in the Motor Vehicle Industry

    As industry leaders like Volkswagen and Toyota Motors dominate, hidden opportunities for innovation and market capture emerge. By focusing on sustainability, cutting-edge tech, and a strong, distinct brand identity, the road to outmaneuvering these titans is wide open.

    Brand, marketing & data 5 min
Theme 05

Geopolitics & trade.

3 essays · ~3,424 words
  1. 20 May 25
    The Cost of Corporate Neutrality: Global Brands Silent on Israel’s War

    As Israel’s war on Gaza escalated, brands tried to stay neutral—and paid the price. Here’s how silence cost them $12B and damaged public trust.

    Geopolitics & trade 4 min
  2. 18 Jan 25
    Silicon Curtain: Is the US Rebooting the Cold War?

    So, has the US started a new Cold War? In many ways, yes. The tiered AI chip export policy is a clear attempt to limit China’s rise while reinforcing US alliances. However, this conflict is not a carbon copy of the Cold War. It’s more complex, with higher economic stakes and a more interconnected world.

    Geopolitics & trade 6 min
  3. 11 Nov 24
    Power in the 21st Century: How R&D Density is Informing Global Influence

    Global power is also becoming less centralized. The growing tech rivalry between the U.S. and China has prompted other nations, especially in Europe and Asia, to invest heavily in R&D to avoid over-reliance on either superpower.

    Geopolitics & trade 7 min
Theme 06

Luxury.

2 essays · ~2,589 words
  1. 08 Sep 24
    Gentle Monster: How Digital Marketing and Branding Propelled a Korean Luxury Brand to Global Success

    In an industry where tradition often reigns supreme, Gentle Monster is breaking the mold with its cutting-edge digital marketing strategies. The brand’s highly visual and narrative-driven content transforms eyewear from mere accessories into works of art, engaging consumers through immersive online experiences.

    Luxury 5 min
  2. 08 Sep 24
    Luxury in the Digital Age: How E-Commerce is Reshaping Exclusivity and Pricing

    With increased price transparency and dynamic pricing models, luxury brands must balance the allure of exclusivity with the demands of a more informed and connected consumer base.

    Luxury 8 min

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