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Europe’s economy is reviving faster than expected. We explore opportunities for European equities, which tend to outperform in cyclical upswings.
Central banks will eventually phase out the accommodative policies that have supported markets during the pandemic. Should investors be concerned?
The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.
Inventories generally remain low, leaving few options for buyers to fight over and fueling widespread bidding wars.
The lightest of elements may turn out to be a heavyweight in the transition to clean energy. We examine hydrogen’s opportunities for various industries.
Equity markets have responded tamely to strong corporate earnings and GDP growth estimates. But investors shouldn’t overlook the bigger trends afoot.
We’re seeing a profound transition toward renewable energy, and with it the next normal. We explore four drivers underpinning GreenTech’s potential.