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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 | A strong year for the Equity of Global Financials
2024 was an exceptional year for global financials, driven by political events like elections in India, France, and the US,...
12 December 2024
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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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