Better value in listed equities
Institutional money’s latest fad after a crowded drive for infrastructure assets is to pile up again into...
AB Inbev: The plan B money raiser
The market applauded ABI’s Australian divestment ($11.3bn), and rightly so. AB Inbev reacted quic...
New entrant puts pressure on European gas markets
Additional gas supply coming from the US distorts an already tight summer market. Norway and Ru...
Accor, geographic winner
Four reasons to be positive on Accor: Balanced geographical presence, avoiding all the problematic ...
Factories 4.0 is green
We reiterate our positive opinion on the stock. As part of its CMD, Schneider confirmed its medium-t...
A hard blow to Natixis' multi-boutique model?
Natixis is down about 6% today (Stoxx600 banks is down 0.7%). This follows the FT’s article on Tu...