Letters by company
Schneider Electric SE
2 letters discussing SBGSF. Everything written about it on this site is on its ticker page.
- Rathbones Investment Insights Global markets face renewed inflation pressure from the Iran War, higher bond yields and volatile AI shares, while Rathbones argues that diversification remains essential. The industrials case rests on a manufacturing recovery, AI infrastructure, power-grid investment, semiconductor capacity and more local production, despite tariffs and elevated energy costs. October 2026 SBGSF $143BSIEGY $237B
- Emerald Wealth Partners Focused Equity Strategy – Q2 Update Focused Equity Strategy trimmed Shell after its appreciation reduced the margin of safety, added to Broadcom, Tencent, H World and ServiceNow, and exited Sika after further diligence weakened conviction. The strategy argues that quality AI enablers and enterprise infrastructure offer more durable economics than speculative, peak-cycle semiconductor exposure. Q2 2026 ASML $575BAVGO $1.6THTHT $16B
