Ashe worked at KPMG's Deal Advisory practice in Nigeria, where he worked across financial modelling, mergers and acquisitions, and financial due diligence. He is currently pursuing his MBA at UCLA Anderson. At Vantage, writes across Markets & Finance
Infrastructure
The public commitment to infrastructure investment is real and substantial. Translating that into returns is a different, more complicated question.
Markets
Markets spent most of 2023 and 2024 waiting for rate cuts like they were a rescue package. The reality of easier policy has been more ambiguous than the anticipation.
Technology
The conversation about AI has been dominated by chips and models. The more interesting constraint is a lot less glamorous it's the electricity bill
Energy
Talking about the energy transition as if it's a clean swap from old to new misses the more complicated, more expensive, and more interesting reality.