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GLOBAL EQUITY BULLETS | Wednesday, 26 March 2025
Europe’s Wake-Up Call: Lessons from America’s growth engine The gap between US and EU GDP has widened significantly over the past two...
26 March 2025
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Appetite for destruction
With obesity rates soaring and GLP-1 weight-loss drugs revolutionising the pharmaceutical space, what does this mean for investors? How are...
20 March 2025
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GLOBAL EQUITY BULLETS | Wednesday, 26 February 2025
European Equities outperformance: More Than a Bounce? How reporting season is going: Halfway through the Q4 earnings season, Stoxx 600 Q4 EPS...
26 February 2025
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Clean Alpha | Appetite for Destruction
Download Over the past decade, malnutrition has emerged as a significant global challenge, bringing with it substantial social consequences. One...
5 February 2025
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GLOBAL EQUITY BULLETS | Wednesday, 22 January 2025
The Divergence between Concentration and Value in Equity Markets The global concentration of equity has become increasingly polarised, with a...
22 January 2025
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Year-end Updates 2024 | Keywords for equity in 2025: Quality, focus and selectivity
For 2025, key themes are quality, focus, and selectivity. In the US, opportunities lie beyond the “Magnificent Seven” amid narrowing...
10 December 2024
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Bridge the pay gap: girls just want to have funds
Women are more likely to have lower incomes compared to men, a disparity rooted in systemic inequalities in the labor...
13 November 2024
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Clean Alpha | Bridge the pay gap: girls just wanna have funds
Download Veronica Franco’s journey to wealth and influence is a testament to resilience, talent, and strategic skill. Despite numerous challenges,...
29 October 2024
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GLOBAL EQUITY BULLETS | Wednesday, 9 October 2024
European Auto Market – A bumpy road ahead European Auto sector is currently grappling with a myriad of challenges that...
9 October 2024
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Not just another brick in the wall: investing in the future of buildings
In their latest Clean Alpha | Not just another brick in the wall report, the global equity team at Algebris...
19 September 2024
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GLOBAL EQUITY BULLETS | Wednesday, 4 September 2024
Reporting season – Positive overall Despite some concerns on potential economy weakness, the recent reporting season has been rosy thus...
4 September 2024
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GLOBAL EQUITY BULLETS | Wednesday, 31 July 2024
Political developments – Trading or investing? Joe Biden has withdrawn from the 2024 presidential race, endorsing Vice President Kamala Harris,...
31 July 2024
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