RESEARCH


463 European Large Caps

29 Senior Analysts

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27/05/21
“REVENGE CONVIVIALITY”

12/05/21
Fashion still needs to be touched

04/05/21
Last Mohicans to recover Sensitivity analysis

27/04/21
Triumph and agony Swiss winners and German losers

13/04/21
Still too much money & Chinese shadow rising

08/04/21
A rising tide lifts all boats

31/03/21
The optionality of a faster recovery

25/03/21
Safe Haven in all Markets

04/03/21
Banking on retail transactions

02/03/21
Time for trading discounted stocks?

09/02/21
Travel to Hainan…

04/02/21
Hot hydrogen, colder personal transport prospects

19/01/21
Fundamentally (always) a safe haven

17/12/20
Building blocks to sustainability

11/12/20
Profits With No Return Banks under regulatory dictatorship

08/12/20
Wild East Luxury

04/12/20
Action packedESG at hand

02/12/20
Will oil majors become utilities?

18/11/20
How will the supply & logistics of the COVID-19 vaccine look like? And who will profit from it?

18/11/20