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.

Sector

Date (published)

Healthcare

04.01.23

Oncology ABCs (part four): Blood cancers (AML) – notable innovations

Healthcare

20.12.22

Cell and gene therapies

30.11.22

Investment companies: Latin America is worthy of consideration

Healthcare

28.11.22

Drug delivery platforms

Real Estate

11.11.22

South African industrial property fundamentals are strong

Metals & Mining

08.11.22

Lepidico: Offer closes, oversubscribed

Healthcare

07.11.22

Oncology ABCs (part three) – thinking outside the box in women’s cancer

03.11.22

UK motor P&C insurers series

Healthcare

01.11.22

Neuroscience comeback

Real Estate

24.10.22

South African retail property funds remain resilient

Consumer

13.10.22

ConsumerWatch – October 2022

Consumer

05.10.22

IPO apocalypse

Healthcare

03.10.22

Oncology ABCs (part two) – vaccines: niche no longer

Consumer

03.10.22

Food tech – At the forefront of food innovation

TMT

10.08.22

ESG, moving beyond the box tick

Consumer

18.07.22

ConsumerWatch – July 2022

Latest

25.05.23

May Insight: In a holding pattern

Healthcare

25.05.23

An update on OpGen: Deals, expansion and revenues

Financials

22.05.23

AGBA: The number one wealth and health group in Greater Bay Area, China

Healthcare

18.05.23

Equities

Equities by Sector

Sectors

Investment Strategy

Latest

Equity strategy and market outlook – May 2023

Equity strategy and market outlook April 2023

Equity strategy and market outlook – March 2023

Thematics

Latest

IFRS 17: Impact on life assurance companies

MediaWatch – April 2023

ConsumerWatch – April 2023

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Thematics

Oncology ABCs (part four): Blood cancers (AML) – notable innovations

Cell and gene therapies

Investment companies: Latin America is worthy of consideration

Drug delivery platforms

South African industrial property fundamentals are strong

Lepidico: Offer closes, oversubscribed

Oncology ABCs (part three) – thinking outside the box in women’s cancer

UK motor P&C insurers series

Neuroscience comeback

South African retail property funds remain resilient

ConsumerWatch – October 2022

IPO apocalypse

Oncology ABCs (part two) – vaccines: niche no longer

Food tech – At the forefront of food innovation

ESG, moving beyond the box tick

ConsumerWatch – July 2022

Latest

May Insight: In a holding pattern

An update on OpGen: Deals, expansion and revenues

AGBA: The number one wealth and health group in Greater Bay Area, China

Volition: Views from the sharp end

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