By: Michael Lewis, Steffen Kutscher
By: Jason Chen
Quarterly highlight: Navigating mega-forces
By: Michael Lewis, Ian Bigelow
By: Michael Lewis
As a gateway to Europe, Germany offers ideal conditions for the emergence of a “New Mittelstand” of companies whose technologies are increasingly vital to achieve Europe’s policy goals.
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?
(De)carbonization stocktake, and how the clean energy transition meets the great energy expansion
By: Johannes Muller, Robert Bush
"Be greedy when others are fearful, and fearful when others are greedy" - Warren Buffett
By: Dr. Sebastian Kring
A Practitioner’s Perspective
By: Jason Chen, Dirk Schlüter
How sensitive are forecasts to prices?
By: Jason Chen, Dirk Schlüter, Ajay Chaurasia
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 speed up European Transformation
