original ideas | made clear
By: Murray Birt, Michael Lewis
Strengthening investment signals across power, grids, buildings, transport and industry
By: Michael Lewis, Steffen Kutscher
Quarterly highlight: System level hedging
By: Murray Birt
How reforms to the EU Emissions Trading System create attractive investment opportunities
Quarterly highlight: Navigating mega-forces
By: Michael Lewis, Ian Bigelow
The scaling of proven first-of-a-kind technologies is crucial for competitiveness and opens up new opportunities in growth financing in Germany and Europe.
By: Michael Lewis
Over the last decade, data centres (DCs) have shifted from being background infrastructure to a central pillar of the global economy.
Europe is at a critical inflection point, facing an urgent need to build and scale high-tech industries to meet policy goals and navigate through unprecedented geopolitical uncertainty.
By: Robert Bush
"One must change one’s tactics every ten years if one wishes to maintain one’s superiority" - Napolean Bonaparte
Quarterly highlight: The elusive “Peak Oil” scenario
"Any time you take a chance you better be sure the rewards are worth the risk" - Stanley Kubrick
By: Jason Chen, Stephen Cianci
How have markets historically reacted to new Fed chairs?
By: Johannes Muller, Robert Bush
Be greedy when others are fearful, and fearful when others are greedy
(De)carbonization stocktake, and how the clean energy transition meets the great energy expansion
By: Dr. Sebastian Kring
A Practitioner’s Perspective
By: Jason Chen, Dirk Schlüter
How sensitive are forecasts to prices?
By: Lukas Ahnert, Murray Birt, Frederike Bauer, Jay Joshi
Investing in a ‘brave’ new world
By: Simon Wallace, Ronen Ribak
Transforming real estate and the key to unlocking value
By: Jason Chen, Dirk Schlüter, Ajay Chaurasia
By: Maria Milina, Elke Speidel-Walz
India’s economic outlook remains attractive, and the recent market pullback creates an entry opportunity for investors
By: Michael Lewis, Jay Joshi, Murray Birt, Maria Milina
Transformation guided by a northern light
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
By: Maria Milina
How investors could take advantage of the already big and exponentially growing AI market
By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos
The investment routes to express European Transformation
Comparing the impact on traditional and ESG equity indices
By: Maria Milina, Robert Bush, Jason Chen, Johannes Muller
So, is it fair to say that ETFs are typically thought of as passive for good reason?
By: Siena Golan, Murray Birt
European developments create cross-asset class investment opportunities
