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“This scholarly deliberation is reminiscent of Roman Senators who continued to debate trivia as the Barbarian hordes headed for the Metropolis.





disturbing by the day and leave one convinced that few of our leaders have any notion of historical precedent. Like the Seven Seals in the Book of Revelations key events are unfolding that appear pre- determined and obvious to those with understanding. They can be summarised as follows; money printing, currency debasement, capital controls, trade wars, protectionism, commodity price inflation and conflict at home and abroad. They need not follow in a neat consequential order and can easily run concurrently. Just as markets correlate closely during a crash, seemingly unrelated factors get sucked into the political and financial maelstrom. These include climate change, population growth and scarcity of resources. One- dimensional analysts and economists struggle to incorporate big-picture developments outside of the latest earnings figures or neutered inflation numbers. This is why so few could


see the latest crash coming and cannot now comprehend what is going on under their noses.


While a fund cannot pretend to play a part in peaceful negotiations or prevent the accumulation of greenhouse gases, it can at least help to cope with some of the consequences. It may also offer a partial hedge against the ‘Seven Seal’ risks highlighted above. Many investment products are sold on the back of fear and greed or ethics and obligation but the fulfilment factor is often overlooked. The benefit stems from the symbiosis that rewards investors and the companies associated with combatting climate change. It means that making money and making a difference need not be mutually exclusive. More importantly it could leave a legacy for the next generation, short-changed with the prospect of higher taxes, mega- mortgages and permanent pollution. The growth of the green sector and


20:20 101


alternative energy will flourish as the oil price spirals with dollar debasement; like the aftermath of a flash flood in what was seemingly a barren desert. The Gaia Opportunities Fund will focus on green investments and companies that provide solutions for climate change and key megatrends to come. It will also include real, earth- related assets such as precious metals and commodities - especially those related to agriculture, fertilisers and the food chain - hence the title of ‘Green, Gold and Edible’.


Toby Birch Managing Director of Oppenheim & Co Limited t.birch@oppenheim.gg


Oppenheim and Co Limited is regulated by the Guernsey Financial Services Commission in the conduct of investment business. The Gaia Opportunities Fund has not yet been launched but will seek regulatory approval and will be for professional investors only.


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