RESEARCH


460 European Large Caps

31 Senior Analysts

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26/03/20
CoVid excruciating pain West down? China up?

23/03/20
Checking our joint coverage universe to identify investment opportunities by quality brackets

06/02/20
nCoV 2019 Minsky moment potential?

02/02/20
Happier New Year

14/11/19
Cyclicals’ spring or a liquidity tragedy?

11/10/19

15/09/19
ECB’s Last Shot?

08/01/19
DOWNGRADES

06/12/18
Time to offload the banking licence

04/10/18
Remove it or amend it!

29/06/18
A consolidation game

21/06/18
Near term: Rosy & Trumped Stock Selections: 11 Intriguing businesses & business models

18/05/18
Has Food & Beverages lost its shine?

02/05/18
Is current production output really meeting demand ?

28/03/18
Letter to the board of directors of Sika and to Saint-Gobain’s shareholders

22/03/18
Reflation Trade and Other Myths

08/02/18
Stock Picking in European Power Utilities

12/12/17
Death of the Ltd company? From Ownership to Smart Contract

12/12/17
A correction is imminent

29/11/17
Ahead of the OPEC meeting