Insights

Our latest insights from the trail

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FeaturedWeekly insights from the Trail

Three things that got the team talking this week

June 14, 2024
1. The certainty of tax cuts 2. Holding down the fort 3. Burgeoning buybacks and slowing splits
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FeaturedWeekly insights from the Trail

Chart of the week

June 14, 2024
A look at US chemical regulations and weather catastrophes.
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Podcast

Firetrail Equity Edge Podcast Episode 10

June 11, 2024
In this episode, global Portfolio Manager Oscar Hutchinson joins Eliza Clarke and tells us what he thinks really matters for Fortum’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
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Weekly insights from the Trail

Three things that got the team talking this week

June 7, 2024
1. Financial times 2. Young bull 3. Structural change
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Weekly insights from the Trail

Chart of the week

June 7, 2024
A look at NVIDIA GPUs and US wine retail sales.
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Weekly insights from the Trail

Three things that got the team talking this week

May 31, 2024
1. Watching the shoppers 2. Interest in interest 3. The power of technology