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

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 – Q225

insight

Industrials

Metlen Energy & Metals: London calling, right now

insight

Results from Edison’s Investor Survey

Latest

Energy & Resources | insight

Deep dive into bp’s case for income investment

Energy & Resources | insight

The bull case deep dive: A closer look at bp’s cash flows

Energy & Resources | insight

Is bp a ‘classic dividend growth stock’?