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News and Insights
We see major opportunities for sustainable change within industrial processes, transportation systems and in intelligent construction.
Macro,News and Insights
In times of great uncertainty, investors focus more on managing risk than positioning for the future. In reality, it is becoming increasingly possible to forecast inflation with some precision both in the United States and to a lesser extent in Europe.
News and Insights
We see major opportunities for sustainable change within industrial processes, transportation systems and in intelligent construction.
Macro,News and Insights
The midterm elections are still uncertain in the House most likely to be controlled by Republicans, while we know the Senate stays Democratic. The real news is that the Presidential candidates may be changing with Ron DeSantis surging.
Macro,News and Insights
Faced with uncertainty as to the mix of growth and inflation comes first risk management. Second comes finding the right entry points for this would-be future but mostly patience and selection.