Edison
Edison Explains and Edison Themes

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Edison Explains and Edison Themes

We are passionate about connecting the dots, telling stories of where we might be heading and educating investors about industries and investment issues. We have two products: Edison Explains, a concise briefing on industry segments and investment issues, and Edison Themes, which looks at big-picture trends and how stocks fit into them.

Edison Explains and Edison Themes

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Oil storage

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Coloured gemstones

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The circular economy

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Decarbonisation

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EV outlook #1 – Growth, policy and net zero

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Tin

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Reasons to be cheerful – UK leisure ready and waiting

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South African listed property sector

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The rail supply market

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South African life assurance – Potential capital release boost

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Healthcare – Thoughts for the new year

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ESG investing

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Value Investing: Living with the reality, waiting for the inevitable

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Meating Demand – The lean, green money-making machine

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Illuminator – August Update

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Semiconductor winners – European companies with strong positions