Gustavo Ballvé on January 31st, 2013
Corporate Strategy, Diversified financials, Food for thought, Home, Investment Themes, Portfolio Management, Signal or Noise

Two quick notes from the same source (the Financial Times). The first is a Global Infrastructure report by McKinsey – well timed as a Brazilian minister just mentioned that we need some US$ 100bi in infrastructure reforms by 2020 (and he may be optimistic). The second is a lighter note, and I guess it had to happen someday: an activist fund manager is building up a stake in listed Private Equity specialists 3i. That’s going to be very interesting to follow… (we realize FT.com’s LEX is a premium – and worthy – service, so here’s another link).

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