Stellantis Earnings Preview: Deep Value Or Deep Trouble?

Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.I’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on earnings, tech disruption, policy shi ...