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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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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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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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Download Is the EU, often seen as a pioneer in leading the sustainable transition, at risk of losing ground? Meyer...
30 January 2024
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There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
5 December 2023
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Download It is important to demystify the notion that water is infinite. 70% of the planet is covered by water,...
22 November 2023
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Download The energy transition requires massive investments in a very short timeframe. This poses a short-term challenge to renewable companies...
21 September 2023
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