Last month's powerful rotation away from defensives into risk/ value/ cyclicals has shaken up s...

In our view, the ECB has fired its last shot. This shouldremove any obstacle to the continuation of th...

SSAB, the leading Nordic steel manufacturer, has long decided to focus on specific areas (high stre...

After a stellar run over H1 19, Ferrari has now become Exor’s second largest holding. This, coupled ...

In May, we had a look at Cevian’s exposure to European equities and the dismal performance of its ...

Low rates increase the actuarial value of pension obligations. The good news is that hardly any “spo...