Corporates

Corporate

Brunello Cucinelli

Topic

Our Top Pick in Luxury

Sector

Luxury goods

View

Positive

Risks

High-end demand

– Update: March 2026 –

Corporate

Amazon

Topic

AWS-OpenAI Agreement

Sector

Consumer Tech

View

Positive

Risks

Capacity Constraint

– Update: March 2026 –

Equity

STM: We Like the Optical Upside

March 2026

Equity

IWG: the New Capital-Light Model

February 2026

Sectors

Asset class

Equity

Topic

Global Utilities

Sector

Utility

View

Positive

Risks

Government Intervention

– Update: April 2026 –

Asset class

Equity

Topic

Global Hotels

Sector

Travel & Leisure

View

Positive

Risks

Demand Sensitivity

– Update: March 2026 –

Equity

AI Infrastructure

March 2026

Equity

Global Energy

January 2026