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Thematics

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

insight

Investment Companies

Invesco Asia Trust – South Korea: Reforms to resolve the ‘Korea discount’ will improve shareholder returns and valuations

insight

Inside the mind of the investor
Insight_April_Hero Banner_1920x1080

insight

April insight: Rate cuts – not so fast

insight

The Illuminator – April 2024

insight

Why some may have missed this European tech opportunity

insight

Compressed matters #2

insight

March insight: Monetary risks ease

insight

Inside the mind of the investor

insight

Compressed matters #1

thematic

Investment Companies

Listed private equity – Performing a balancing act

insight

The Illuminator – March 2024

insight

February insight: Goldilocks returns?

thematic

Consumer

ConsumerWatch – At least someone loves me

insight

The Illuminator – February 2024

thematic

TMT

MediaWatch – Rinse and repeat
Alpha Bank – Investor Day 2023 - Edison Group

insight

Financials

Alpha Bank – Investor Day 2023
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Latest

Financials | insight

Q226 reflections: Leadership swings back – the value case holds

Energy & Resources | insight

Managing geopolitical risk through global energy assets

Energy & Resources | insight

Regulation and pricing risk: What could shape bp’s long-term profitability?

Energy & Resources | insight

Closing the gap: bp’s strategic pivot targets improved returns at an attractive valuation
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