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26 May 2020
MEDTECH: Separating the wheat from the chaff
MedTech, which has historically been a defensive sector, has once again stood its ground even as b...
20 May 2020
Food retail, event without Ocado
The Tesco Board is in the middle of a governance crisis for having dropped Ocado from peer perfor...
18 May 2020
Clipped wings
With a 4% fall over the last five trading days, the Aerospace sector retains the baton for the y...
15 May 2020
European Insurance: Unclear skies
The COVID-19 was a costly event for investors in the insurance industry.The sector was among the ...
12 May 2020
Earning trimming unabated
On March 23, we provided a sector review of earnings revisions pinpointing 2020 earni...
07 May 2020
Are utilities still a safe haven?
While the surge in ESG investment has pushed the sector to record valuation levels, the health crisis...
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