Electric Vehicles (EVs) have been a staple technology of the world governments' efforts towards a greener economy. Initially backed by much investor optimism that support a healthy flow of financing, in recent years, as the geopolitical climate shifted, the future growth of the EV market has come under pressure. Are things about to get worse for this sector?
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This edition of the weekly chart pack explores one of the three key themes that provide secular growth opportunities for allocators: the new…
European markets are rapidly evolving. In the latest episode of WellSaid, portfolio manager Dirk Enderlein joins host Thomas Mucha to discuss how…
Megatrends prevail with technology, automation and the energy transition promising higher productivity, and returns.
A monthly update on equity, fixed income, currency, and commodity markets.
Following European Parliamentary elections that saw significant gains for the far right in multiple countries, France experienced three weeks of…