Artículos de opinión

The last two years have been highly unusual, with several sectors experiencing record – although clearly unsustainable – conditions. Mirabaud Equity Research’s Toby Clothier examines what the future may hold as restrictions ease…

The pandemic has acted as a driver of renewable energies but it has also sent shock waves throughout the industry – the shock of energy prices, inflation and more. In addition, if the market starts to see a fast upturn in interest rates, listed companies may be affected. With this in mind, many are turning to integrated utilities and IPPs, whose greatest value lies in installed assets and will likely benefit from higher electricity prices.

After the Great Depression of 1930 and the Great Recession of 2008, now comes the “Great Resignation”. It is no longer possible to escape this term, so much so that it is stirring the media and causing concern among American companies.

In the last few months, most of us have experienced wanting to buy an item that could not be delivered for a few months or even at all. The item may still be floating on a tanker on the high seas or stuck in a port in China. There is no doubt that supply chains are challenged, which creates pain, but also opportunities. One such opportunity is the demand for automated warehouse solutions - a structural growth theme over the next years…

As we enter 2022, one thing is more apparent than ever; it is a Macro Market. Scrutinising the detail, you might find yourself scratching your head as blue-chip investments backfire. It is vital to know which way the wind is blowing before setting sail. In 2022, we believe it is blowing East, towards Japan.

For more than a decade, brands such as Primark, H&M or Zara have achieved widespread commercial and financial success based on the “Fast Fashion” business model. Demonstrating remarkable logistical skill, these companies are able to adapt to the changing tastes of their customers and renew their assortments in a matter of a few weeks. They are now being challenged and, for some, even overtaken by new, even more disruptive and less sustainable players: the “Ultra-Fast Fashion” companies.

Will the current awareness of the ongoing climate catastrophe allow nuclear power to return to favour? This is the question addressed by our SRI specialist Simon Perrin in his December 2021 newsletter.

As the COP26 recently ended, awareness of the climate emergency is on everyone’s mind worldwide. One activity in particular has been singled out for its negative impact on the climate, as well as water consumption and soil degradation: industrial livestock farming for meat production. But is plant-based burger sustainable?

Stefanie Scholtysik examines why rail remains by far the most energy-efficient mode of transport.

Para muchos emprendedores, vender una empresa a un competidor o a un fondo privado que han fundado ellos mismos o heredado de sus padres es una decisión ardua. A continuación, se detallan algunas recomendaciones sobre «Qué hacer y Qué no hacer» en estos casos, según la experiencia de nuestro equipo.

The scandal facing Activision Blizzard since last July has not gone unnoticed, even by responsible investors. Let our SRI specialist Simon Perrin talk you through this sadly hot topic.

Neil Campling discusses Apple's supply chain and who will take the pain of price rises…

Senior Equity Analyst Alvaro Navarro examines the dynamics around the upcoming COP26 summit.

'Public and private investors clearly strongly believe in the centrality of healthcare in the financial and real-world economy frameworks'. Gianpaolo Chiriano, Managing Director, Healthcare Equity Research & M&A Advisory, examines the future of M&A in the healthcare sector post-pandemic.

On May 28, 2021, Tesla joined the S&P 500 ESG Index, officially making the company a “sustainable” stock and, more importantly, allowing the brand to increase its valuation and become a core holding in many ETFs that track the index. Opinions on the sustainability of the security are divided, with lovers of the brand on one side and its critics on the other. Beyond this debate –which is difficult to decide conclusively–, this event highlights the differences of opinion among rating agencies and ESG data providers.

Head of Thematic and Global strategy, Toby Clothier, discusses the Chinese property sector. Having covered the theme in depth over the past few months, it seems to us that there is trouble brewing…

The dynamics of some production factors cast doubt on the capacity of contractors to cope with the post-pandemic scenario. Some of them appear to have already made a decision…

Equity analyst and medical devices specialist Daniel Jelovcan sheds some light on the major Swiss listed diabetes medtech player Ypsomed and its key collaboration with Eli Lilly.

‘ESG matters and the fact that ESG considerations are becoming ever more embedded in government, corporate and investor agendas suggests its relative importance is only set to further increase.’ Jonathan Fyfe explores how the role of ESG will develop in the coming years…

Simon Perrin, specialist in socially responsible investments, highlights the battle between Engine No. 1 and ExxonMobil and how climate stakeholder activism participates in the decarbonisation.