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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.

thematic

TMT

MediaWatch – Still waiting…

thematic

Consumer

ConsumerWatch – Falling into the fall

insight

October insight: Still positive on bonds

insight

Investment Companies

Can unloved UK capital markets woo investors once again?

insight

Investment Companies

Investing in Asia beyond China
The Metro Quest 3 - Edison Group

insight

Consumer

The Meta Quest 3

insight

Investment Companies

SEEIT – selected asset highlights

insight

September insight: Monetary policy error in prospect?
Shades of the 1970s - Edison Group

thematic

Metals & Mining

Shades of the 1970s

insight

Investment Companies

abrdn Private Equity Opportunities Trust plc Private equity valuations – can they be trusted?

insight

Financials

ECM update: London markets rebound cautiously as economic uncertainty still looms large

insight

Healthcare

VolitionRx – On the cusp of a breakthrough in testing for sepsis

thematic

Industrials

The long and winding road

insight

August insight: Slowing growth, lower rates

insight

July Insight: US soft landing in the price

thematic

Consumer

ConsumerWatch – Making the most of the summer
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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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