Nuclear power: let’s start talking about it

Nuclear power: let’s start talking about it

Westinghouse, headquartered in Pennsylvania and jointly owned by private equity group Brookfield and uranium miner Cameco, could not have hoped for anything better than an executive order from the US president to build 10 nuclear reactors in the US with the stated aim...
AI, AI, AI

AI, AI, AI

By now, news about artificial intelligence (AI) comes out on a daily if not intra-daily basis: a signal that it is indeed a topic of interest as well as a leading investment topic. However, we believe that few news stories are noteworthy at least from a financial...
Section 899

Section 899

There is some alarm brewing among non-U.S. investors about their allocations in the U.S. capital market. Trump’s Big Beautiful Bill (BBB) contains-in its ill-counted 1,000 pages-Section 899, passed last week by the House of Representatives which would allow the...