Schneider Electric sells AI data centres the finished system, not the parts
Schneider Electric makes the electrical and cooling equipment inside data centres. More and more of what it sells them now arrives as whole units,...
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This Week in AI (Oct 4-10): Haiku 5.5's Throat-Cutting Prices; OpenAI Revenue Trails Expectation
This week in AI: Anthropic cut prices by up to 90% with Claude Haiku 5.5, OpenAI's annualized revenue reached about USD 50bn, and Moonshot closed...
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Defining Global Quality
Quality investing is synonymous with owning the world’s best businesses. But what does a Global Quality fund actually look like, and have they...
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Primer: Schneider Electric Se (SU FP) - Apr 2026
Schneider Electric is a global leader in energy management and industrial automation, uniquely positioned to benefit from the secular tailwinds...
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Europe Reasserted: Consensus Builds as Europe Reclaims Ground from the U.S.
Regional rotation places Developed Europe as a clear consensus overweight among active Global equity funds, with over 90% of funds positioned ahead...
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