L'Oréal, too chinese for comfort?
The unprecedented pandemic definitely turned majors into stronger firms and mid-weights into weak...
Polluter pays principle reloaded
The EU increases its commitment to the Paris agreement with a 55% reduction target in CO2 emiss...
EDF: The light at the end of the tunnel?
We have fully revamped our investment case on Electricité de France (EDF) in the light of rece...
The ECB's forced march towards a digital €
Europe has discovered, hopefully not too late, that sovereignty still matters.The vast majority of centr...
Midstream Engie
Engie has changed a lot over the last 2-3 years, but the French utilities company is only in the middl...
Big caps will do the rotating job
Tracking sector rotations has been a tiring exercise so far this year with sentiment changing fast abo...