Equities

Earnings season brings micro relief
Equities

Earnings season brings micro relief

Earnings beating expectations has brought some good micro news after weeks of macro negativity –...

By Lars Kreckel

28 Apr 2020

3 min read

The earnings outlook in a recession
Lars Kreckel
Equities

The earnings outlook in a recession

Our modelling of US corporate earnings suggests we will see a significant decline in the quarters...
By Lars Kreckel
02 Apr 2020
3 min read
Looking beyond the equity bounce
Emiel van den Heiligenberg
Equities

Looking beyond the equity bounce

The stock market rallied strongly this week, but investors must ask themselves whether this is...
By Emiel van den Heiligenberg
27 Mar 2020
3 min read
Equities: The case for further caution
Emiel van den Heiligenberg
Equities

Equities: The case for further caution

Despite the massive declines in markets, we are wary on the outlook for risk assets like global...
By Emiel van den Heiligenberg
24 Mar 2020
4 min read
Rule Britannia
Equities

Rule Britannia

After a few years of being ‘uninvestable’ for some global investors, a much less uncertain...

By Lars Kreckel

27 Jan 2020

2 min read

the sustainability of growth
Matthew Courtnell
Equities

the sustainability of growth

With few things certain in life, we enter the new decade with a year of significant transition fo...
By Matthew Courtnell
22 Jan 2020
2 min read
No Law of Gravity
Lars Kreckel
Equities

No Law of Gravity

Investors face two conflicting biases: on the one side, to buy into recent information and the...
By Lars Kreckel
07 Jan 2020
2 min read
Border games: the challenges of international ecommerce
Tobias Merfeld
Equities

Border games: the challenges of international ecommerce

The world’s smelliest fruit is a case study in how ecommerce is overcoming the challenges of...
By Tobias Merfeld
03 Dec 2019
4 min read