Analytics
Blog
Investment ideas, market explainers and company news, written by the Sirius Capital team.
Climate-control for your portfolio
Climate risk is becoming one of the defining long-term investment themes. Europe is already experiencing record-breaking heatwaves that are reducing labor productivity, increasing electricity consumption, and placing additional strain on public finances. At the same time, the El Niño climate pattern has officially returned and is expected to strengthen throughout 2026. According to the US Climate Prediction Center, there is a 63% probability that it will develop into a very strong ("Super El Niño") event by early 2027.When AI enters the physical world
The past few years have marked a period of unprecedented investor interest in artificial intelligence (AI). Following the rapid advancement of generative models, tens of billions of dollars have been invested in AI developers, chip manufacturers, and cloud infrastructure providers. However, as the market begins to search for the next growth drivers, attention is increasingly shifting from digital AI to its physical embodimentTime to plug into electric cars investments
Have you noticed how many electric vehicles (EVs) are on the streets these days? One can’t help but wonder if it’s possible to capitalize on this trend through investments.Nuclear Renaissance
Nuclear energy can be an attractive long-term investment idea. It is one of the few sources of reliable, around-the-clock, carbon-free power generation, demand for which has surged due to the data center boom and the rise of artificial intelligence (AI). A rare alignment is emerging where political and climate agendas and the commercial interests of the world's largest technology companies are together creating long-term structural demand for this type of energy.What could be picked up during the current market correction
The stock market, like a living organism, is constantly changing. Ups and downs occur continuously, and headlines and shifts in investor sentiment often lead to sharp moves in individual securities. Sometimes these movements are justified by fundamental factors; at other times they represent an excessive market reaction. In some cases the change in conditions is temporary, while in others it signals a structural shift.There is life beyond the USA
As we wrote in our blog “Investing across the globe” in March 2025, diversification of an investment portfolio is best achieved not only by allocating assets across different asset classes and sectors, but also across different geographic regions.What do you need to know about dividends?
Dividends are a portion of a company’s profits paid to shareholders as a reward for the capital they’ve invested. The decision to pay a dividend is usually made by the company’s board of directors, which sets the amount, timing, and form of payment (most often cash, less often stock). Dividends are one of the ways a company returns value to its shareholders.Investing in biotech
In 2020–2021, a very large number of biotech companies went public (IPOs). But this momentum faded in 2022, when the share prices of newly listed companies collapsed amid a broader sector downturn. Investors lost interest in the space and, until recently, it remained in the shadow of the AI and crypto boom.Updated: