31MAR 2023
Why the green subsidy race is a “win-win” situation for climate investors
Europe and the US are vying for leadership in manufacturing clean energy technologies. We look at their competing plans and what it means for equity …
Banks under stress: the case for selective investing
Events in recent weeks have exposed weaknesses in some banks. Others, though, are well positioned to benefit from higher rates – and are attractively…
28MAR 2023
Stop blaming everything on pension funds
They’re popular whipping boys for every woe afflicting the UK, but the data tells a different story.
27MAR 2023
Podcast: Muddying the waters - the story of an activist short seller
Carson Block, founder of Muddy Waters Research, an activist fund manager, explains why he's willing to risk his livelihood and reputation to take dow…