Strategy Economics & ESG

Latest Research

  08/10/26 Thought of the Day - Government debt changes the impact of monetary policy (4 pgs)
  07/10/26 Thought of the Day - How prepared is Europe for war? (3 pgs)
  06/10/26 Thought of the Day - Nationalisations don’t work (3 pgs)
  06/10/26 Strategy All Cap Sentiment and Screens - Nobody spends money on AI (55 pgs)
  06/10/26 Strategy SMID Sentiment and Screens - Nobody spends money on AI (35 pgs)
  05/10/26 Thought of the Day - Who is the best manager? (3 pgs)
  05/10/26 Strategy SMID Monthly - When will the stock market break? (30 pgs)
  05/10/26 Strategy All Cap Monthly - When will the stock market break? (60 pgs)
  05/10/26 Thoughts from the Old Continent - On bonds, budgets and the French rioting (11 pgs)
  01/10/26 Thought of the Day - Flippin’ heck (3 pgs)
  30/09/26 Thought of the Day - Corporate taxes and creative destruction (3 pgs)
  29/09/26 Thought of the Day - Index funds make active managers worse (4 pgs)
  28/09/26 Thought of the Day - Companies are already feeling the pain (3 pgs)
  24/09/26 Thought of the Day - The impact of acquisitions on stock returns (4 pgs)
  23/09/26 Thought of the Day - Who forecasts how? (3 pgs)
  22/09/26 Thought of the Day - The impact of the US-China chip ban on third parties (3 pgs)
  21/09/26 Thought of the Day - The heating hammer that killed Germany’s heating law (3 pgs)
  21/09/26 Thoughts from the Old Continent - Revisiting Germany's spending (12 pgs)
  17/09/26 Thought of the Day - What if the Strait of Malacca is closed? (4 pgs)
  16/09/26 Thought of the Day - Central bankers draw on their experiences (3 pgs)
  16/09/26 AutoMotives - The people's car without the people (15 pgs)
  15/09/26 Thought of the Day - More than a military alliance (3 pgs)
  14/09/26 Thought of the Day - The growth effects of natural disasters (3 pgs)
  14/09/26 Thoughts from the Old Continent - Is it time to buy the dip? (11 pgs)
  14/09/26 Strategy and Geopolitics - First look into 2027: Entering the period of maximum risk (58 pgs)
  10/09/26 Thought of the Day - Build. More. Houses. (3 pgs)
  09/09/26 Thought of the Day - The price momentum of lottery tickets (3 pgs)
  08/09/26 Thought of the Day - Southeast Asia as the new investment hub (3 pgs)
  07/09/26 Thought of the Day - Organic farming isn’t that much of a boon (3 pgs)
  07/09/26 Thoughts from the Old Continent - Which stocks are most sensitive to rising long-term bond yields? (10 pgs)
Date Title  
08/10/26 Thought of the Day - Government debt changes the impact of monetary policy (4 pgs)  
07/10/26 Thought of the Day - How prepared is Europe for war? (3 pgs)  
06/10/26 Thought of the Day - Nationalisations don’t work (3 pgs)  
06/10/26 Strategy All Cap Sentiment and Screens - Nobody spends money on AI (55 pgs)  
06/10/26 Strategy SMID Sentiment and Screens - Nobody spends money on AI (35 pgs)  
05/10/26 Thought of the Day - Who is the best manager? (3 pgs)  
05/10/26 Strategy SMID Monthly - When will the stock market break? (30 pgs)  
05/10/26 Strategy All Cap Monthly - When will the stock market break? (60 pgs)  
05/10/26 Thoughts from the Old Continent - On bonds, budgets and the French rioting (11 pgs)  
01/10/26 Thought of the Day - Flippin’ heck (3 pgs)  
30/09/26 Thought of the Day - Corporate taxes and creative destruction (3 pgs)  
29/09/26 Thought of the Day - Index funds make active managers worse (4 pgs)  
28/09/26 Thought of the Day - Companies are already feeling the pain (3 pgs)  
24/09/26 Thought of the Day - The impact of acquisitions on stock returns (4 pgs)  
23/09/26 Thought of the Day - Who forecasts how? (3 pgs)  
22/09/26 Thought of the Day - The impact of the US-China chip ban on third parties (3 pgs)  
21/09/26 Thought of the Day - The heating hammer that killed Germany’s heating law (3 pgs)  
21/09/26 Thoughts from the Old Continent - Revisiting Germany's spending (12 pgs)  
17/09/26 Thought of the Day - What if the Strait of Malacca is closed? (4 pgs)  
16/09/26 Thought of the Day - Central bankers draw on their experiences (3 pgs)  
16/09/26 AutoMotives - The people's car without the people (15 pgs)  
15/09/26 Thought of the Day - More than a military alliance (3 pgs)  
14/09/26 Thought of the Day - The growth effects of natural disasters (3 pgs)  
14/09/26 Thoughts from the Old Continent - Is it time to buy the dip? (11 pgs)  
14/09/26 Strategy and Geopolitics - First look into 2027: Entering the period of maximum risk (58 pgs)  
10/09/26 Thought of the Day - Build. More. Houses. (3 pgs)  
09/09/26 Thought of the Day - The price momentum of lottery tickets (3 pgs)  
08/09/26 Thought of the Day - Southeast Asia as the new investment hub (3 pgs)  
07/09/26 Thought of the Day - Organic farming isn’t that much of a boon (3 pgs)  
07/09/26 Thoughts from the Old Continent - Which stocks are most sensitive to rising long-term bond yields? (10 pgs)