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By: Michael Lewis, Steffen Kutscher
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
Quarterly highlight: The elusive “Peak Oil” scenario
Our digital future is going to need a lot more energy than people think
It is still early days when it comes to judging the likelihood of success in Europe’s drive towards strategic autonomy. But there are potential promising trends, especially on energy infrastructure.
(De)carbonization stocktake, and how the clean energy transition meets the great energy expansion
By: Lukas Ahnert, Murray Birt, Frederike Bauer, Jay Joshi
Investing in a ‘brave’ new world
By: Michael Lewis, Jay Joshi, Murray Birt, Maria Milina
Transformation guided by a northern light
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: Siena Golan, Murray Birt
European developments create cross-asset class investment opportunities
By: Matthias Schuckardt, Gunnar Friede, Peter Warken, Marco Kleweken, Jason Chen
