Latest Insights
US Nonfarm Payrolls signalling recession?
The July employment report brought downward revisions to May and June employment of 258k. This is the largest downward revision since 1979 outside of COVID.
Read More2Q 2025 Earnings Recap
Hydroelectric, Distributed Energy, and Sustainable Solutions segments outperform, while Wind and Solar were in-line. The Hydroelectric segment outperformed y/y mainly driven by the US and Colombian fleets, with above-LTA hydrology. The Wind and Solar segments were flat y/y, with newly commissioned capacity and the closing of the investment in National Grid's renewables business in the US during the quarter, offset by lower FFO due to asset dispositions and gains on the sale of development assets in the prior year.
Read MoreRobots are coming
Generative AI is fast enhancing Robotics capabilities which is expected to create a sizeable humanoid market. We find critical minerals markets need significant supply additions to meet this fast growing demand. We highlight key commodities to play the thematic alongside global stock exposures.
Read MorePowering the next decade
Power demand is inflecting in the US, Europe, and Asia (ex China), with median demand growth revised up by ~100bps since 2023 Looking at global power equipment suppliers, Korean manufacturers had previously rallied strongly vs. the country index along with peers in the region, including Taiwan and China.
Read MoreRBI on Hold
We expect RBI to remain on hold after the front-loaded rate cuts in June. We expect China exports growth to edge lower to 5%; CPI and PPI to remain soft. We expect Indonesia's 2Q GDP to slow to 4.8%Y, with Philippines GDP holding up at 5.5%.
Read MoreAll Reports
| Date | Title | Report Type | Company |
|---|---|---|---|
| 8/2/2025 | US Nonfarm Payrolls signalling recession? | Economic Analysis | N/A |
| 8/2/2025 | 2Q 2025 Earnings Recap | Equity Research | Brookfield Renewable Partners LP |
| 8/2/2025 | Robots are coming | Thematic Research | N/A |
| 8/2/2025 | Powering the next decade | Market Commentary | N/A |
| 8/2/2025 | RBI on Hold | Economic Analysis | N/A |
| 8/2/2025 | No Ordinary Cycle | Market Commentary | N/A |
| 8/2/2025 | US 2H25 Outlook | Economic Analysis | N/A |
| 8/1/2025 | Solid as a rock | Equity Research | Thales |
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