Strategy Economics & ESG

Latest Research

  14/05/26 Thought of the Day - More defence spending is good for the economy (4 pgs)
  14/05/26 Strategy - What if... the AI boom goes into reverse? (44 pgs)
  13/05/26 Thought of the Day - It’s a lazy week (3 pgs)
  12/05/26 Thought of the Day - Just do what you did last month (3 pgs)
  11/05/26 Thought of the Day - Repeat after me: Higher minimum wages are good for business (4 pgs)
  11/05/26 Thoughts from the Old Continent - A look at semiconductor valuations (11 pgs)
  07/05/26 Thought of the Day - Labour shortages are coming. What are businesses going to do? (3 pgs)
  07/05/26 Services Klaxon - The sharpest cost increase ever recorded (14 pgs)
  06/05/26 Thought of the Day - AI can’t even forecast inflation (3 pgs)
  06/05/26 Research - High Conviction Stocks Q2 2026 (56 pgs)
  06/05/26 Strategy All Cap Sentiment and Screens - (When) Will momentum crash? (55 pgs)
  06/05/26 Strategy SMID Sentiment and Screens - (When) Will momentum crash? (35 pgs)
  05/05/26 Thought of the Day - Are stocks a good inflation hedge? (3 pgs)
  05/05/26 Strategy All Cap Monthly - Markets are looking for a new narrative (60 pgs)
  05/05/26 Strategy SMID Monthly - Markets are looking for a new narrative (30 pgs)
  30/04/26 Thought of the Day - Unpredictability creates alpha: Fund picking (3 pgs)
  29/04/26 Thought of the Day - Unpredictability creates alpha: Stock picking (3 pgs)
  28/04/26 Thought of the Day - Is nonlinear momentum the answer? (3 pgs)
  28/04/26 Thematics - Victims and survivors of the second China shock (35 pgs)
  27/04/26 Thought of the Day - Standardisation helps (3 pgs)
  23/04/26 Thought of the Day - China is expanding its trade war toolbox (3 pgs)
  22/04/26 Thought of the Day - Bonus: Happy Earth Day (3 pgs)
  22/04/26 Thought of the Day - Which imports really matter for inflation (3 pgs)
  21/04/26 Thought of the Day - Women get worse investment advice (3 pgs)
  20/04/26 Thought of the Day - Retail investors overestimate the impact of ESG investments (3 pgs)
  20/04/26 Thoughts from the Old Continent - Do chemicals have the right chemistry to succeed? (11 pgs)
  16/04/26 Thought of the Day - Making 18 cents on the dollar (3 pgs)
  15/04/26 Thought of the Day - How to finance large government investments (3 pgs)
  14/04/26 Thought of the Day - More risk, same return (3 pgs)
  13/04/26 Thought of the Day - The true cost of oil and gas (3 pgs)
Date Title  
14/05/26 Thought of the Day - More defence spending is good for the economy (4 pgs)  
14/05/26 Strategy - What if... the AI boom goes into reverse? (44 pgs)  
13/05/26 Thought of the Day - It’s a lazy week (3 pgs)  
12/05/26 Thought of the Day - Just do what you did last month (3 pgs)  
11/05/26 Thought of the Day - Repeat after me: Higher minimum wages are good for business (4 pgs)  
11/05/26 Thoughts from the Old Continent - A look at semiconductor valuations (11 pgs)  
07/05/26 Thought of the Day - Labour shortages are coming. What are businesses going to do? (3 pgs)  
07/05/26 Services Klaxon - The sharpest cost increase ever recorded (14 pgs)  
06/05/26 Thought of the Day - AI can’t even forecast inflation (3 pgs)  
06/05/26 Research - High Conviction Stocks Q2 2026 (56 pgs)  
06/05/26 Strategy All Cap Sentiment and Screens - (When) Will momentum crash? (55 pgs)  
06/05/26 Strategy SMID Sentiment and Screens - (When) Will momentum crash? (35 pgs)  
05/05/26 Thought of the Day - Are stocks a good inflation hedge? (3 pgs)  
05/05/26 Strategy All Cap Monthly - Markets are looking for a new narrative (60 pgs)  
05/05/26 Strategy SMID Monthly - Markets are looking for a new narrative (30 pgs)  
30/04/26 Thought of the Day - Unpredictability creates alpha: Fund picking (3 pgs)  
29/04/26 Thought of the Day - Unpredictability creates alpha: Stock picking (3 pgs)  
28/04/26 Thought of the Day - Is nonlinear momentum the answer? (3 pgs)  
28/04/26 Thematics - Victims and survivors of the second China shock (35 pgs)  
27/04/26 Thought of the Day - Standardisation helps (3 pgs)  
23/04/26 Thought of the Day - China is expanding its trade war toolbox (3 pgs)  
22/04/26 Thought of the Day - Bonus: Happy Earth Day (3 pgs)  
22/04/26 Thought of the Day - Which imports really matter for inflation (3 pgs)  
21/04/26 Thought of the Day - Women get worse investment advice (3 pgs)  
20/04/26 Thought of the Day - Retail investors overestimate the impact of ESG investments (3 pgs)  
20/04/26 Thoughts from the Old Continent - Do chemicals have the right chemistry to succeed? (11 pgs)  
16/04/26 Thought of the Day - Making 18 cents on the dollar (3 pgs)  
15/04/26 Thought of the Day - How to finance large government investments (3 pgs)  
14/04/26 Thought of the Day - More risk, same return (3 pgs)  
13/04/26 Thought of the Day - The true cost of oil and gas (3 pgs)