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.

thematic

Energy & Resources

2025 climate review: How much progress have we made?

thematic

TMT

MediaWatch – A two-tier story

insight

Industrials

Inside the mind of the investor: Mutares

thematic

TMT

Semiconductors: Materials in wafer markets

thematic

Consumer

ConsumerWatch – Against all odds

insight

TMT

IP Group – capital markets day

thematic

Investment Companies

Hansa House View

Latest

Investment Companies | insight

Inside the mind of the investor: Polar Capital

Financials | insight

Q325 reflections: Europe’s moment

Industrials | insight

Inside the mind of the investor: Mutares

TMT | insight

IP Group – capital markets day