Strategy Economics & ESG

Latest Research

  14/07/26 Thought of the Day - Are Europeans finally becoming stock investors? (3 pgs)
  13/07/26 Thought of the Day - When regulation is good for business (3 pgs)
  13/07/26 Thoughts from the Old Continent - Three stocks to watch in the next two weeks (14 pgs)
  09/07/26 Thought of the Day - The hidden risks from synthetic risk transfers (3 pgs)
  09/07/26 Research - High Conviction Stocks Q3 2026 (54 pgs)
  08/07/26 Thought of the Day - A blessing in disguise for the EU? (3 pgs)
  08/07/26 Services Klaxon - Torn between a heatwave and a World Cup (13 pgs)
  07/07/26 Thought of the Day - Globalisation in the 2020s (3 pgs)
  06/07/26 Thought of the Day - Is water use priced in stock markets? (3 pgs)
  06/07/26 Thoughts from the Old Continent - Mountains and Molehills: Mid-year 2025 edition (10 pgs)
  03/07/26 Strategy All Cap Sentiment and Screens - What happens after stocks go vertical? (54 pgs)
  03/07/26 Strategy SMID Sentiment and Screens - What happens after stocks go vertical? (34 pgs)
  02/07/26 Thought of the Day - A fundamental flaw of prediction markets (4 pgs)
  02/07/26 Strategy All Cap Monthly - A price bubble on top of an earnings bubble (60 pgs)
  02/07/26 Strategy SMID Monthly - A price bubble on top of an earnings bubble (31 pgs)
  01/07/26 Thought of the Day - Circumstances matter (3 pgs)
  30/06/26 Thought of the Day - You paid for it, so it must be worth something (3 pgs)
  29/06/26 Thought of the Day - Does it matter why a company is green? (3 pgs)
  29/06/26 Thoughts from the Old Continent - Mid-year valuation update (11 pgs)
  25/06/26 Thought of the Day - Businesses aren’t as evil as people think (2 pgs)
  24/06/26 Thought of the Day - Stock market concentration and fund portfolios (3 pgs)
  23/06/26 Thought of the Day - From fiscal rules to fiscal stimulus (3 pgs)
  22/06/26 Thought of the Day - When it comes to extreme weather, not all countries are the same (3 pgs)
  22/06/26 Thoughts from the Old Continent - Peace brings a weaker dollar (9 pgs)
  18/06/26 Thought of the Day - How fast is AI going to develop? (4 pgs)
  15/06/26 Thought of the Day - Companies don’t always oppose regulation (3 pgs)
  15/06/26 Thoughts from the Old Continent - What clients are thinking about AI and Europe (11 pgs)
  11/06/26 Thought of the Day - We can never have enough of experts (3 pgs)
  10/06/26 Thought of the Day - The economic effects of geopolitical fragmentation (3 pgs)
  09/06/26 Thought of the Day - The same as Italy (4 pgs)
Date Title  
14/07/26 Thought of the Day - Are Europeans finally becoming stock investors? (3 pgs)  
13/07/26 Thought of the Day - When regulation is good for business (3 pgs)  
13/07/26 Thoughts from the Old Continent - Three stocks to watch in the next two weeks (14 pgs)  
09/07/26 Thought of the Day - The hidden risks from synthetic risk transfers (3 pgs)  
09/07/26 Research - High Conviction Stocks Q3 2026 (54 pgs)  
08/07/26 Thought of the Day - A blessing in disguise for the EU? (3 pgs)  
08/07/26 Services Klaxon - Torn between a heatwave and a World Cup (13 pgs)  
07/07/26 Thought of the Day - Globalisation in the 2020s (3 pgs)  
06/07/26 Thought of the Day - Is water use priced in stock markets? (3 pgs)  
06/07/26 Thoughts from the Old Continent - Mountains and Molehills: Mid-year 2025 edition (10 pgs)  
03/07/26 Strategy All Cap Sentiment and Screens - What happens after stocks go vertical? (54 pgs)  
03/07/26 Strategy SMID Sentiment and Screens - What happens after stocks go vertical? (34 pgs)  
02/07/26 Thought of the Day - A fundamental flaw of prediction markets (4 pgs)  
02/07/26 Strategy All Cap Monthly - A price bubble on top of an earnings bubble (60 pgs)  
02/07/26 Strategy SMID Monthly - A price bubble on top of an earnings bubble (31 pgs)  
01/07/26 Thought of the Day - Circumstances matter (3 pgs)  
30/06/26 Thought of the Day - You paid for it, so it must be worth something (3 pgs)  
29/06/26 Thought of the Day - Does it matter why a company is green? (3 pgs)  
29/06/26 Thoughts from the Old Continent - Mid-year valuation update (11 pgs)  
25/06/26 Thought of the Day - Businesses aren’t as evil as people think (2 pgs)  
24/06/26 Thought of the Day - Stock market concentration and fund portfolios (3 pgs)  
23/06/26 Thought of the Day - From fiscal rules to fiscal stimulus (3 pgs)  
22/06/26 Thought of the Day - When it comes to extreme weather, not all countries are the same (3 pgs)  
22/06/26 Thoughts from the Old Continent - Peace brings a weaker dollar (9 pgs)  
18/06/26 Thought of the Day - How fast is AI going to develop? (4 pgs)  
15/06/26 Thought of the Day - Companies don’t always oppose regulation (3 pgs)  
15/06/26 Thoughts from the Old Continent - What clients are thinking about AI and Europe (11 pgs)  
11/06/26 Thought of the Day - We can never have enough of experts (3 pgs)  
10/06/26 Thought of the Day - The economic effects of geopolitical fragmentation (3 pgs)  
09/06/26 Thought of the Day - The same as Italy (4 pgs)