In a market that often reacts swiftly to underperformance, Metso, a Finnish leader in mining equipment and a key player in the green transition, has recently demonstrated its resilience. On Thursday, the company’s stock surged over 7%, reflecting renewed investor confidence following its robust Q1 performance.   Maintaining Profitability Amidst Market Challenges Metso’s latest ...

Despite recent declines, US equity valuations remain elevated compared to their 35-year historical averages. As the narrative of US exceptionalism begins to unravel, these valuations may come under further pressure. The concept of US exceptionalism was built on sustained economic outperformance, higher corporate profitability and a stable, capitalist business environment. Thes ...

In energy markets, few things are as counterintuitive as negative electricity prices. That’s right: a growing number of power producers, especially in renewable-heavy grids, sometimes pay to feed electricity into the system. For investors and policymakers watching the energy transition unfold, it’s a trend worth understanding. According to the Global Wind Report 2025, negative ...

Within the broader materials and chemicals space, one segment stands out for its profitability, innovation, and quiet ubiquity: ingredients. Behind every familiar product — from Nestlé yogurts to Carolina Herrera perfumes — lies a network of specialist firms like DSM-Firmenich, Givaudan, Symrise, and Novonesis. These non-consumer-facing companies produce enzymes, vitamins, and ...

Two weeks ago, we looked ahead to a pivotal moment for climate policy: the 83rd session of the Marine Environment Protection Committee (MEPC) at the International Maritime Organization (IMO). That meeting, widely seen as a “make-or-break” point for shipping decarbonization, has now concluded and delivered a first-of-its-kind agreement. The outcome is a new regulatory framework ...

This week, the ECB announced its seventh rate cut in the past year. With the deposit facility rate now at 2.25%, we are back in what could be considered as ‘neutral’ territory.   However, the ECB avoided describing the ‘level of restrictiveness’ in its policy statement, noting that such a comparison requires an economic framework free of shocks. This comment by President Lagard ...

A "Fiery flash" is a descriptive term that we use to describe a sudden, intense burst of flame or light – or strongly rising stock price –, while we also consider the opposite, a sudden, intense absence of light or warmth – or strongly declining stock price. Shares of UnitedHealth Group, the United States’ largest and most diversified health insurer, plunged 22% on Wednesday af ...

This week, former president Donald Trump signed a new wave of executive orders aimed at revitalizing the coal industry. The measures include opening up federal lands for coal mining, repealing regulations seen as unfavorable to coal, and even exploring ways to use coal power for AI data centers. The message is clear: “beautiful, clean coal” (his words, not ours) should play a c ...

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 ...

Well, that escalated quickly! Recent trading days have been a rollercoaster, and definitely not for investors with a weak stomach.   Last week’s reciprocal tariff announcement sent shockwaves through financial markets, plunging major equity indices into bear market territory. But after the POTUS announced a pause on reciprocal tariffs (except for China), US equity indices pos ...