Europe

Vontobel's Hansen drops Adidas for Hermès as a European recession looms

Equities

Vontobel's Hansen drops Adidas for Hermès as a European recession looms

Shopping after growth derating

clock 10 August 2022 • 2 min read
Carbon trading: the big long

ESG

Carbon trading: the big long

Time for a different hedge

clock 05 August 2022 • 4 min read
Brewin Dolphin: Putin keeps Europe guessing on gas

Economics

Brewin Dolphin: Putin keeps Europe guessing on gas

Dire economic consequences

clock 03 August 2022 • 4 min read
EU confirms gas rationing as Putin makes further cuts to Nord Stream 1

Economics

EU confirms gas rationing as Putin makes further cuts to Nord Stream 1

Voluntary 15% reduction

clock 28 July 2022 • 1 min read
Asset managers in a race to meet MiFID II ESG deadline

ESG

Asset managers in a race to meet MiFID II ESG deadline

Half still need fill out ESG templates

clock 26 July 2022 • 2 min read
UK dividends jump to £37bn in Q2 as the pound stumbles

UK

UK dividends jump to £37bn in Q2 as the pound stumbles

Second-largest payout on record

clock 26 July 2022 • 2 min read
Stock Spotlight: Haleon spinout boosts GSK but firm remains dependant on pipeline

Companies

Stock Spotlight: Haleon spinout boosts GSK but firm remains dependant on pipeline

Demerger set to strengthen balance sheet

clock 25 July 2022 • 6 min read
PGIM's Romano rotates towards self storage REITs

Property

PGIM's Romano rotates towards self storage REITs

Bullish on the residential sector

clock 22 July 2022 • 2 min read
Dovish ECB hikes rates for first time since eurozone debt crisis

Economics

Dovish ECB hikes rates for first time since eurozone debt crisis

50bps increase to tackle inflation

clock 21 July 2022 • 2 min read
Morningstar: The asset managers with detailed E&S voting policies

ESG

Morningstar: The asset managers with detailed E&S voting policies

clock 19 July 2022 • 2 min read
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