Thematics

Connect the dots as we explore the trends which impact businesses, investors and global capital markets. The aim? To leave no sector or investor without actionable insight.

Sector

Date (published)

Investment Companies

thematic

07.01.26

Hansa House View – Q425

Energy & Resources

insight

18.12.25

The plan to deliver $4–5bn in cost savings is central to bp’s renewed strategy. Is it realistic?

insight

Energy & Resources

18.12.25

Deep dive into bp’s case for income investment

insight

Energy & Resources

18.12.25

The bull case deep dive: A closer look at bp’s cash flows

insight

Energy & Resources

18.12.25

Is bp a ‘classic dividend growth stock’?

insight

Energy & Resources

18.12.25

bp’s new financial plan is designed to deliver over 20% annual growth in adjusted free cash flow between 2024 and 2027. How?

insight

Energy & Resources

18.12.25

Will bp’s strategy update deliver shareholder value?

thematic

Investment Companies

16.12.25

Edison explains: Critical social infrastructure – how to invest in the UK’s social impact REITs

thematic

TMT

09.12.25

Edison explains: AI slop – when fake news costs real money

thematic

Financials

03.12.25

Digital assets – Part 5: Digital asset treasury companies

thematic

Financials

02.12.25

Edison explains: UK Budget – Why the market rallied despite the tax grab

thematic

Financials

27.11.25

Digital assets – Part 4: Asset tokenisation and payments

thematic

Investment Companies

18.11.25

Edison explains: Investment trusts – Understanding the world’s oldest collective investment vehicle

thematic

Financials

18.11.25

Digital assets – Part 3: Providers of digital asset market infrastructure

insight

Investment Companies

17.11.25

Inside the mind of the investor: Polar Capital

thematic

Financials

14.11.25

Molten Ventures – A disciplined and data driven approach to exits

Latest

Energy & Resources | insight

18.12.25

The plan to deliver $4–5bn in cost savings is central to bp’s renewed strategy. Is it realistic?

Energy & Resources | insight

18.12.25

Deep dive into bp’s case for income investment

Energy & Resources | insight

18.12.25

The bull case deep dive: A closer look at bp’s cash flows

Energy & Resources | insight

18.12.25

Equities

Equities by Sector

Sectors

Thematics

Latest

Hansa House View – Q325

Hansa House View – Q425

The plan to deliver $4–5bn in cost savings is central to bp’s renewed strategy. Is it realistic?

Audiovisual

Latest

Bull, Bear & Beyond – Vantage: Charles Jillings on UEM’s utility and infrastructure focus and growing, covered dividend

Vantage: Charles Jillings on UEM’s utility and infrastructure focus and growing, covered dividend

Uncovering Trusts – Edinburgh Worldwide Investment Trust (EWI): Vote now to keep the trust alive

About Edison

About Edison

Careers

Thematics

Hansa House View – Q425

The plan to deliver $4–5bn in cost savings is central to bp’s renewed strategy. Is it realistic?

Deep dive into bp’s case for income investment

The bull case deep dive: A closer look at bp’s cash flows

Is bp a ‘classic dividend growth stock’?

bp’s new financial plan is designed to deliver over 20% annual growth in adjusted free cash flow between 2024 and 2027. How?

Will bp’s strategy update deliver shareholder value?

Edison explains: Critical social infrastructure – how to invest in the UK’s social impact REITs

Edison explains: AI slop – when fake news costs real money

Digital assets – Part 5: Digital asset treasury companies

Edison explains: UK Budget – Why the market rallied despite the tax grab

Digital assets – Part 4: Asset tokenisation and payments

Edison explains: Investment trusts – Understanding the world’s oldest collective investment vehicle

Digital assets – Part 3: Providers of digital asset market infrastructure

Inside the mind of the investor: Polar Capital

Molten Ventures – A disciplined and data driven approach to exits

Latest

The plan to deliver $4–5bn in cost savings is central to bp’s renewed strategy. Is it realistic?

Deep dive into bp’s case for income investment

The bull case deep dive: A closer look at bp’s cash flows

Is bp a ‘classic dividend growth stock’?

Equities

Equities by Sector

Sectors

Thematics

Latest

Hansa House View – Q325

Hansa House View – Q425

The plan to deliver $4–5bn in cost savings is central to bp’s renewed strategy. Is it realistic?

Audiovisual

Latest

Bull, Bear & Beyond – Vantage: Charles Jillings on UEM’s utility and infrastructure focus and growing, covered dividend

Vantage: Charles Jillings on UEM’s utility and infrastructure focus and growing, covered dividend

Uncovering Trusts – Edinburgh Worldwide Investment Trust (EWI): Vote now to keep the trust alive

About Edison

About Edison

Careers

Thematics

Hansa House View – Q425

The plan to deliver $4–5bn in cost savings is central to bp’s renewed strategy. Is it realistic?

Deep dive into bp’s case for income investment

The bull case deep dive: A closer look at bp’s cash flows

Is bp a ‘classic dividend growth stock’?

bp’s new financial plan is designed to deliver over 20% annual growth in adjusted free cash flow between 2024 and 2027. How?

Will bp’s strategy update deliver shareholder value?

Edison explains: Critical social infrastructure – how to invest in the UK’s social impact REITs

Edison explains: AI slop – when fake news costs real money

Digital assets – Part 5: Digital asset treasury companies

Edison explains: UK Budget – Why the market rallied despite the tax grab

Digital assets – Part 4: Asset tokenisation and payments

Edison explains: Investment trusts – Understanding the world’s oldest collective investment vehicle

Digital assets – Part 3: Providers of digital asset market infrastructure

Inside the mind of the investor: Polar Capital

Molten Ventures – A disciplined and data driven approach to exits

Latest

The plan to deliver $4–5bn in cost savings is central to bp’s renewed strategy. Is it realistic?

Deep dive into bp’s case for income investment

The bull case deep dive: A closer look at bp’s cash flows

Is bp a ‘classic dividend growth stock’?

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