Deja Wu – Corona Virus Now Infects Global Financials
Dusting Off the Old Playbook: The globe is finally coming to the realization that corona virus containment means that global economic activity...
363 Views
Deutsche Bank - Hello Darkness My Old Friend
Weak Core Result: Deutsche Bank (DBK.GY) [Deutsche] reported pre-tax loss of EUR 1.29 bn and a clean pre-tax loss of EUR 34 mn - versus clean...
267 Views
They're Here: ESG Short Sellers
ESG short selling – i.e., shorting based on ESG metrics and catalysts – isn't new, but is undergoing a radical evolution. Short-term ESG trading...
540 Views
Global Stall Speed Growth Confirmed
Massive central bank liquidity and fiscal stimulus came rushing in to stabilize the global economy in 2019, and should continue in 2020. However,...
322 Views
Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
404 Views