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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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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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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 Joe Biden has withdrawn from the 2024 presidential race, endorsing Vice President Kamala Harris,...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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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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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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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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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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European Banks – Profits beat expectations, driving earnings and valuation higher Last week brought the curtain down on another constructive...
22 May 2024
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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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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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How did the events of 2023 impact global financials? What do interest rate expectations mean for banks? And how are...
18 April 2024
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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
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