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Recent market turmoil: a positioning shake-up.
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
6 August 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 Joe Biden has withdrawn from the 2024 presidential race, endorsing Vice President Kamala Harris,...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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Clean Alpha | Not Just Another Brick in the Wall
Download Future buildings will be structures that minimise their environmental impact and enhance the health and wellbeing of their occupants....
25 July 2024
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Mid-Year Updates 2024 | Equity: themes for the future.
Digitalisation, electrification and urbanisation: these are the trends driven by strong innovation that are helping companies achieve good earnings stability,...
4 July 2024
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GLOBAL EQUITY BULLETS | Wednesday, 3 July 2024
European Banks – Attractive despite challenging political backdropRecent events have reminded the market that 2024 is the ‘year of elections’...
3 July 2024
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Seeds of change: from the plough to the cloud
In their latest Clean Alpha | Seeds of change: from the plough to the cloud report, the global equity team...
23 May 2024
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GLOBAL EQUITY BULLETS | Wednesday, 22 May 2024
European Banks – Profits beat expectations, driving earnings and valuation higher Last week brought the curtain down on another constructive...
22 May 2024
Keep readingClean Alpha Equity Global Equity
Clean Alpha | Seeds of change: from the plough to the cloud
Download If we learned anything from Mark Watney in The Martian, besides the dangers and thrills of space exploration, it...
9 May 2024
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GLOBAL EQUITY BULLETS | Wednesday, 24 April 2024
EU Banks – Re-rating journey finally begins?As shown in the chart below, EU bank stocks have languished recently near valuation...
24 April 2024
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High earnings and share buybacks: a positive scenario for financial equity.
How did the events of 2023 impact global financials? What do interest rate expectations mean for banks? And how are...
18 April 2024
Keep readingMarket ViewsPodcasts & Videos Equity Global Equity
Don’t waste the opportunity
In our report Clean Alpha | Don’t waste the opportunity, we reference the Disney movie Wall-E, the children’s tale about...
22 February 2024
Keep readingClean Alpha Equity Global Equity
Clean Alpha | Don’t waste the opportunity
Download About 15 years ago, the Disney movie Wall-E was released in cinemas. It is a children’s story of the...
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