The implications of an aging population for investment strategies
Source: Bloomberg
Bears of Wall Street
Source: Bloomberg
Short squeeze in copper
Source: Bloomberg
Trends in reshoring, electrification and AI are propelling US investment renaissance
Source: BNP Paribas Asset Management
Buybacks are Back
Sources: The Wall Street Journal, Bloomberg
The digital Economy never sleeps
Source: AXA Investment Managers (2023 numbers)
Goldman Sachs and HSBC are saying that funds and global investors are rotating out of US and Japanese stocks
To reposition on the Hong Kong stock market which appears to offer significantly better opportunity. Hong Kong listed companies mainly do business across Asia with limited interference from the Chinese government. Source: Bloomberg
TotalEnergies is assessing to move its primary listing to the US.
On Friday, TotalEnergies’ CEO Patrick Pouyanné declared that the company’s board is considering moving its primary listing to the US as the European shareholder base now holds a minority position in the company’s capital mainly due to the strict European ESG standards that discourage investments in fossil fuels. The American shareholder base, on the other hand, represents over 45% of Total’s capital. Source: FactSet
