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Tag: Thematic Equity
Letter from confinement – Weekly Update – 8 May 2020
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Letter from confinement – Weekly Update – 1st May 2020
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Letter from confinement – Weekly Update
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Letter from confinement – Weekly Update
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Letter from confinement – Weekly Update
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Letter from confinement – Weekly Update
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Infrastructure Securities in the Current Volatile Market – Sector Update and Fund Positioning
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Accessible Clean Energy – Les Enjeux Clés pour Investir dans l’Energie Propre en 2020
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Infrastructure Securities
Telecoms are booming with the confinement
Telecom Italia reports a 70% increase in land line usage since the confinement, and 30% for mobile. Surely, the enablers of teleworking, on-line entertainment and social networking will benefit from more traffic, as long as people are forced to remain at home.