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Green brakes

Governments do not meet their obligations when it comes to a greener world essentially because they are afraid of the ballot boxes with financially-strapped households balking at higher taxes aimed…

Under Fire

Go for a SCOR

Becoming a possible target in a rich industry contemplating consolidations is good news for shareholders and seemingly less so for Scor’s management. The insurer has a healthy in-force portfolio and…

Under Fire

Enel rather than Iberdrola

We like Iberdrola but currently prefer Enel as the drivers behind the latter’s recent underperformance should progressively peter out. Stormy Italian politics combined with Eletropaulo’s pricey acquisition kept Enel’s share price under…

Stocks to Watch

MedTech surge

While the c. €1tn Pharma sector has been going essentially nowhere between failed phase III drugs and Trump-driven uncertainty, the €133bn MedTech sector has been flying over the last two months. MedTechs’ spring rediscovery…