Category

Economy and markets
11
Executive Summary Global equity investors have been hit with a reality check as companies and nations deal with the effects of (1) the supply chain crisis, (2) inflation, (3) the great resignation impact on labour wages and more recently, (4) conflict in Eastern Europe. The MSCI World Index saw its worst start since the financial...
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11
For the first full year, the Jenga Global Strategy returned (+27.3%) and outperformed the FTSE All-Share Index (+22.5%), MSCI World Index (+23.0%) and the S&P 500 Index (+23.0%) in British pound sterlings (£) and dividends included.  In the report below, we share the portfolio update and commentary on markets and businesses we invested in.  Jenga...
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11
Over the past few weeks, the Jenga team studied civilisation and how humans transformed from the industrial revolution to the computing age. The mid-1700s to the early 1900s brought great insights into the evolution of businesses, capitalism, and technological advancement’s impact on western society. Our report below merges a descriptive and analytical lens to infer...
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11
The sudden explosion of fintech activity amid the covid-19 pandemic has set in motion a digital transformation in Latin America. Until recently, legacy players such as Brazil’s Itaú Unibanco and Mexico’s Grupo Financiero BBVA have enjoyed a lack of competition.  Colombia has only 25 banks, compared to the thousands of banks in the United States....
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