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16 February 2018
Bridgewater's shorts screened, seriously bold
[dropcap]W[/dropcap]e could not resist screening the Bridgewater Dalio’s $22bn short bet on Europe...
14 February 2018
Looking for new dividends ? Go for Banks
[dropcap]T[/dropcap]he taste for dividends is largely a reflection on the (shifting) taste for risk but the...
12 February 2018
Stock Picking in European Power Utilities
[dropcap]T[/dropcap]he sector has been under pressure recently with the end of the QE program get...
08 February 2018
A hard life for grocers
[dropcap]A[/dropcap]s the new (and young) boss of Carrefour is releasing his vision/str...
30 January 2018
Position closed on Swisscom
The primarily domestic Swiss telco has been a remarkable performer whatever investors sentiment ...
29 January 2018
Novartis : Strong results, Entresto & Lutathera
Novartis reported yet another strong quarter, reflecting strong performance by Cosentyx, Entresto a...
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