In a world gripped by rising tariffs, geopolitical tension, and financial market uncertainty, some firms prove to be more resilient than other. As there is high volatility in financial markets and many companies have recently experienced large swings in their share price, we thought it might make sense to focus on a more resilient stock instead of a fiery flasher.While many com ...
#MacroFriday: Largest US Equity Underperformance in March since 2009
Remember this chart? Back in December, we highlighted how U.S. equities in November delivered their strongest monthly outperformance versus global equities (excluding the U.S.) since the Global Financial Crisis, driven by the optimism surrounding Trump’s election and expected policies. Things changed quickly… After Liberation Day comes Retaliation Day. Countries and regions ...
All Eyes on the Ocean: A Make-or-Break Climate Moment for Global Shipping
Next week, the International Maritime Organization (IMO) convenes in London for its 83rd session of the Marine Environment Protection Committee (MEPC). On the table: nothing less than the future climate pathway for international shipping. While emissions from global maritime transport have long flown under the radar, the sector currently accounts for nearly 3% of global greenho ...
Game Over? Ubisoft sinks as investors rage over Tencent tie-up
A bloody red week. Not just for a few unlucky names, but for all financial markets, across all sides of the great oceans. So, with candidates aplenty for this week’s Fiery Flash, we’ve taken the simplest and sharpest approach: spotlighting the biggest decliner in the Euro Stoxx 600. Our Fiery Flash of the week is Ubisoft Entertainment, the once high-scoring gaming giant in a wo ...