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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

Industrials

Edison explains: Betting against Starlink – What SpaceX's record listing means for Europe's sovereign satellite players

thematic

Inside the world’s most powerful investors

thematic

Edison Growth Conference 2026

thematic

Industrials

Edison explains: Jakarta takes control – What happens when the world’s largest exporter of coal, palm oil and nickel decides to sell everything through a single state-run gatekeeper?

thematic

Consumer

Edison explains: The UK M&A paradox – why takeover activity is accelerating despite the macroeconomic backdrop

thematic

Industrials

Stock of the month – International Airlines Group (IAG)

thematic

Industrials

Edison explains: The picks and shovels of AI buildout – unlocking value in the upstream supply chain

thematic

Energy & Resources

Stock of the month – Barton Gold

thematic

Consumer

The power of the retail investor

thematic

Energy & Resources

Edison explains: The Iran war may have triggered the next global supply shock

insight

Energy & Resources

Managing geopolitical risk through global energy assets

insight

Energy & Resources

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

insight

Energy & Resources

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

insight

Energy & Resources

Is bp moving faster or slower than its European peers?

insight

Energy & Resources

Energy security in an uncertain world: the role of integrated majors like bp

insight

Energy & Resources

What the changing global energy system means for companies like bp
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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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