Primer: Siemens (SIE GR) - Aug 2026
Siemens is strategically positioned at the intersection of digitalization and sustainability, two of the most significant long-term secular...
88 Views
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,...
72 Views
Global Stock Positioning: Tech Dominance, China Rotation, and Record TSMC Ownership
Technology continues to anchor global active portfolios, with TSMC at record ownership. Rotation persists across regions as managers selectively...
492 Views
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...
520 Views
Germany: Merz Call for 'independence from America' Could Be Ill-Timed Self-Goal
Chancellor-elect Merz is mounting an improbable bid to achieve 'independence from America', as the requisite boost to defence/infra spending...
480 Views