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Global perspectives – Cyclicals recovery building a head of steam

Strategic Insight
8 October 2020

After the storm: Earnings estimates stabilise

Strategic Insight
15 September 2020

Short Monitor – Cineworld and Sainsbury’s highly shorted in Covid’s August

Edison Exhibits
2 September 2020

Illuminator – August Update

Illuminator Investment Themes
24 August 2020

Semiconductor winners – European companies with strong positions

TMT Investment Themes
16 August 2020

Global perspectives – Global growth stocks over-hyped in 2020?

Strategic Insight
28 July 2020

Short Monitor – Hammerson most shorted UK stock

Edison Exhibits
20 July 2020

Illuminator – July Update

Illuminator Investment Themes
17 July 2020
Global perspectives: Between a lockdown and a hard place feature image

Global perspectives: Still neutral on equities, but uncertainty reigns

Strategic Insight
15 July 2020

Global perspectives: Markets cut to the chase – should you?

Strategic Insight
3 July 2020

The small satellite market – Small is beautiful

TMT Investment Themes
24 June 2020
Global perspectives: Inject a note of caution into asset allocations

Global perspectives: Inject a note of caution into asset allocations

Strategic Insight
11 June 2020

Global perspectives: The biggest recession since the Great Depression

Strategic Insight
22 May 2020
Global perspectives: Between a lockdown and a hard place feature image

Global perspectives: Between a lockdown and a hard place

Strategic Insight
15 May 2020
Strategic insight- Global perspectives: Past the first inflection point in consensus earnings estimates- 17-04-2020

Global perspectives: Past the first inflection point in consensus earnings estimates

Strategic Insight
17 April 2020

Global perspectives: Difficult headlines, discounted markets

Strategic Insight
6 April 2020
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