IG valuations remain tight, and the market remains focused on whether this is justified by fundamentals. Our bottom-up ...
Given a strong consensus for a Soft Landing and lingering Recession fears, No Landing would be the most contrarian scenario ...
In the UK: Issued by Threadneedle Asset Management Limited, No. 573204 and/or Columbia Threadneedle Management Limited, No. ...
From US railroads to e-commerce platforms. We highlight five diverse businesses with one thing in common - strong competitive ...
Understanding the options for power provision and assessing the investment opportunities resulting from AI’s thirst for energy.
Past performance is no guarantee of future results. The returns referred to in the audio are those of representative indices and are not meant to depict the performance of a specific investment. There ...
Consilient Research considers the phenomenon of companies that both issue and retire shares around the same time. This behavior may fail the central goal of capital allocation, which is to buy low and ...
The upcoming UK Budget remains the subject of enormous speculation – sign up for our webinar to learn our views. The Bank of England sets UK interest rates, but overseas influences play their part.
Laut einer McKinsey-Studie sind die Banken die Branche mit den höchsten Gewinnen. Beim Kurs-Buch-Verhältnis liegt der ...
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