News & Analysis | Renalco

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Image: Back to the future in the Middle East

Back to the future in the Middle East

9 Mar 2026 62

The war between the US/Israel and Iran is entering its second week. Markets are increasingly concerned about the risk of oil and gas supply disruptions, as an extended closure of the Strait of Hormuz would have major repercussions for the...

Image: Security & Defense: A Secular Challenge Reinforced by a Permanently Unstable Geopolitical Environment

Security & Defense: A Secular Challenge Reinforced by a Permanently Unstable Geopolitical Environment

6 Mar 2026 76

Security and defense issues have become one of the strategic pillars for the long term in a context where geopolitical risks are multiplying. The international environment, marked by persistent instability, reinforces the importance of a...

Image: Utilities: At the Heart of Transformations Linked to Digitalisation and Electrification

Utilities: At the Heart of Transformations Linked to Digitalisation and Electrification

26 Feb 2026 117

The rapid rise of artificial intelligence, cloud computing and data centers is generating a structural increase in electricity demand. This new demand places energy companies and grid operators at the very core of this transformation....

Image: Trade confusion is back, but don’t panic

Trade confusion is back, but don’t panic

25 Feb 2026 118

Recent days have been marked by renewed geopolitical tension with Iran and a fresh wave of trade uncertainty following the US Supreme Court’s decision on Trump’s tariffs. This adds to the ongoing “AI scare trade,”...

Image: Emerging Markets: Back in the Spotlight

Emerging Markets: Back in the Spotlight

18 Feb 2026 201

Emerging markets are making a remarkable comeback, both in the minds and portfolios of investors. After a remarkable 2025 (+34%), the iShares MSCI Emerging Markets Index is accelerating even further, rising by nearly 12% in the first six...

Image: Beyond the AI noise: overweight EM equities

Beyond the AI noise: overweight EM equities

16 Feb 2026 148

Amid continued weakness in US large caps and sharp rotations both across and within sectors driven by the AI scare trade, several positive signals are being overlooked by markets: Earnings season remains strong in the US (but weak in...

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