Global Metals and Mining:Â Reluctantly Grinding Higher
Metals and Mining stock exposure among active Global funds is at a 7-year high. Average weights hit a new multi-year peak of 1.64%, with cash...
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Pargesa/GBLâs Attractive Spread
On 11 March 2020, the Frere and Desmarais families, the majority owners of Pargesa Holding Sa (PARG SW), announced a plan to delist Pargesa....
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Aston Martin: A Closer Look at the New Consortium of Investors Coming In
Aston Martin (AML LN) has been a trainwreck since its IPO in 2018. The Italian and Middle-Eastern private-equity owners cashed out some of their...
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Lithium 'Glut' Fears Overblown, as Solid State Battery Progress SlowsâŚ
âSolid state batteries are already working in the lab, but bringing them to production is proving incredibly difficultâŚâ Dr. Ian Robertson, head...
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Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
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