EVENTS:   Update on the Roaring 1920’s Scenario - Edward Yardeni/Yardeni Research - 22 Oct 25     ROADSHOWS: Sustainability and Impact Investing - Megatrends and Investment Implications - François Boutin-Dufresne /Sustainable Market Strategies   •   London   20 - 22 Oct 25       Commodities Research with a Focus on Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   20 - 24 Oct 25       Consumer / Retail Channel Checks and Stock Picks - Mark Friedman & Marni Shapiro /The Retail Tracker   •   London   21 - 22 Oct 25       L/S US Communications, Media & Software Ideas - Andrew Freedman /Hedgeye   •   London   28 - 29 Oct 25      
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Your Weekend Reading

Erik Renander - Author

Commodities

, Cryptocurrencies

, Equities

, Equity Indices

, FX

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, Macro

Asset Allocation

, Asset Price Predication & Portfolio

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Schmittzehe & Partners

Benjamin Schmittzehe - Partner & CEO

Equities

Bespoke

, Channel Checks

Generalist

Your Weekend Reading

Erik Renander - Author

Commodities

Cryptocurrencies

Equities

Equity Indices

...more

Global

Asset Allocation

Asset Price Predication & Portfolio

Fundamental

Long / Short Ideas

...more

Financials

Generalist

Schmittzehe & Partners

Benjamin Schmittzehe - Partner & CEO

Equities

Asia

China

Emerging Markets

India

...more

Bespoke

Channel Checks

Generalist