Recently, sticky inflation and energy transition are driving investors towards gaining exposure on critical commodities dealing with immense demand, such as natural gas and...
Dear readers/followers, Tanger Factory Outlet (NYSE:SKT) is the largest outlet mall owner in the US with 37 outlet centers located across the Sunbelt and...
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Velo3D (NYSE:VLD) is an additive manufacturing company focused on enabling the production of high value metal parts. Its business is currently small but growing...
My Thesis Magnit PJSC’s [the biggest Russian grocery retail company] share buyback of shares from Western investors has driven up its stock price on...
This article was written by Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active...
Investment Thesis After an excellent performance from 2020 to 2022, Nutrien (NYSE:NTR) is now down over 40% from its all-time high last year. Despite...