Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospects—without...
366 Views
The Future of the Global Economy Lies in the Hands of a Small Group of Countries
Trends in Consumer Sentiment across three key groups of countries is very concerning and clearly illustrate the risk that a Brexit or other blows...
315 Views
Global Economy Dodges a Bullet - Brexit Could Cause Global Recession
Recently global equity markets have come under stress due to the high degree of uncertainty stemming from US Fed’s recent FOMC meeting, political...
255 Views
Selected European HoldCos and DLC: March 2026 Report
Dispersion returns across European holdcos: Vivendi back to dislocation, Rio offers conditional optionality, while most structures remain anchored....
211 Views
Selected European HoldCos and DLC: February 2026 Report
European holdco discounts are diverging: quality structures trade near parity, while leveraged or legally encumbered names remain wide. Asymmetry...
265 Views