Graham Secker: 4 Reasons to Consider European Equities
Europe's 'unloved' quality among global investors is not the only reason to feel optimistic about the potential for outperformance among European equities. Chief European Equity Analyst Graham Secker explains.
27 Apr 20213min
Mike Wilson: Reopening - It’s All About the Execution
High expectations around reopening may already be substantially priced into markets, pointing to new risks around how the reopening actually plays out.
26 Apr 20214min
Special Episode: Electric Vehicles, Pt 2 – Turning the Supertanker
Stresses on the electrical grid, climate policy, and national security are only a few of the issues we will confront as we transition to EVs.
23 Apr 20219min
Special Episode: Electric Vehicles, Pt 1 – Follow the Fleet
Price, charging infrastructure and dirty battery production are limiting the impact of EVs, but look to fleet operations to lead the way to broader adoption.
22 Apr 20219min
Michael Zezas: Coal Country Support for Green Energy?
With a sizable infrastructure bill moving through the U.S. Congress, support from coal producing states, often considered unlikely, may be a factor that ultimately ensures its passage.
21 Apr 20212min
Special Episode: Earth Week Investing Themes
Green investment is on investors' minds this Earth Week: Today, a look at key investment themes across carbon capture, plastics and agri-food developments.
20 Apr 202110min
Mike Wilson: Q1 Earnings - Impressive But Not Surprising?
Earnings season is well underway and some stocks are selling-off despite strong economic data. Is the recovery now completely discounted?
19 Apr 20213min
Andrew Sheets: What Are Other Investors Thinking?
Keeping tabs on how other investors are trading can do more than just satisfy curiosity. It can provide a window into trends and current market debates.
16 Apr 20212min
