463 European Large Caps
29 Senior Analysts
COVERAGE
11/06/21
11/06/21
11/06/21
11/06/21
11/06/21
11/06/21
10/06/21
10/06/21
10/06/21
10/06/21
10/06/21
09/06/21
09/06/21
09/06/21
09/06/21
09/06/21
09/06/21
09/06/21
09/06/21
09/06/21
09/06/21
09/06/21
09/06/21
08/06/21
08/06/21
08/06/21
08/06/21
08/06/21
08/06/21
08/06/21
07/06/21
07/06/21
07/06/21
07/06/21
07/06/21
07/06/21
07/06/21
07/06/21
04/06/21
04/06/21
04/06/21
04/06/21
04/06/21
04/06/21
04/06/21
04/06/21
04/06/21
03/06/21
03/06/21
03/06/21
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
Post CoVid delusions