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March 2026
We run through five things we’re thinking about regarding recent developments in the Middle East from a stock market...
The sustainable finance market has recalibrated in the face of new global priorities.
February 2026
With electricity demand set to soar, clean energy valuations are riding high, but can that be sustained through 2026?
In this episode, we tackle last week’s tariff developments, SCOTUS striking down IEEPA tariffs, and Trump's new section...
As energy demand rises, automation accelerates and healthcare advances, engineering group IMI is well placed to...
Uncovering new investment opportunities in the AI market requires a rethinking of conventional approaches to valuations...
We run through our thoughts on last week’s choppy price action in the S&P 500 and reiterate our 7,750 12-month-forward...
With 100 more S&P 500 companies reporting, we're replacing 'sleepy' with 'slightly squishy' to as a phrase to describe...
January 2026
The voluntary carbon removal market is shifting from early adopters to mainstream corporate buyers, creating urgency...
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