Recent joint research by Scientific Beta and Edhec Research Institute concludes that the ESG outperformance does not differ from what would be achieved by investing…
Yet another disconnect between Brent and Oil stocks seems to be in progress. The Brent bulls are recovery bulls and back-to-2019 hopefuls. China is the black box…
Unlike most Big Pharmas – which had a tough time post the COVID-19 outbreak, AstraZeneca witnessed a phenomenal run, with its share price hitting an…
Inflows into ESG-stamped European ETFs trebled last year and overtook those of ‘ordinary’ ETFs over Q1 21, according to TrackInsight and Morningstar. These figures would…
Getinge reported strong Q1 21 numbers, beating estimates. Sales were up 12.6% on an organic basis, driven by the strength in acute care (+12.9%) and…
Boskalis is a leading dredging company part of a de facto oligopoly as the four European players, namely Boskalis, Van Oord, De Nul and DEME,…
Our repeated concerns about excessive dependence of the European luxury industry vis a vis China gained substance last Thursday when Chinese consumer ire has been driven through…
So much has happened in such a short space of time. CEO Faber’s departure, which seemed highly unlikely a few months ago, has now been…
Only a few days ago, in a short piece named ‘Alaskan bears’, we had a suspicion that the Blinken trip to Alaska to meet its…