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 Hotels

Sector

Travel & Leisure

View

Positive

Risks

Demand Sensitivity

Update: March 2026

Asset class

Equity

Topic

AI Infrastructure

Sector

Global Tech

View

Positive

Risks

Supply Constraints

Update: March 2026

Equity

Global Energy

January 2026