The number of recessions has declined since the Great Depression - is this a good thing?
Recent global geopolitical developments might just be the necessary catalyst for the region to finally unleash its long-overdue potential
Despite the range-bound price performance, there is plenty to learn from Q1
We dive into the main themes coming out of Q1'22
We look back at what we've written over the past month
Gas Shortages, Oil Exports, LatAm VC Investments, YTD Sector Returns, GBTC Conversion, Impact vs ESG, and the Foo
Should we look at the yield curve or at inflation levels to assess the real risk of a recession?
The global food system today is at risk
‘Temporary’ changes to the rule of law during times of crisis have rarely remained temporary
Deep dive on the circular construction investment case
Food Prices, Inflation, Natural Gas, Supply Chains, Share Buybacks