海外研报

Utilities_ REStart_ An alternative returns framework to enhance renewables valuations

Following a period of elevated investor scepticism over the ability of managements to profitably allocate capital to, andextract value from, renewable investments, in this report we reconsider the ways in which renewable energy developers

US_Pulse_Fed_starts_easing_cycle__1

The Fed started its easing cycle with a 50bp cut at its September meeting. We forecast an additional 150bp cuts this cycle, maintaining our view that the fed .

Barclays_Equity Strategy Market Review_20241011

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies