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.

insight

Metals & Mining

Iron ore

insight

Iron ore

thematic

Healthcare

The next wave in AMD

thematic

Illuminator: July Update

thematic

TMT

Diversification and scale for online success

insight

Healthcare

Metastatic cancer

thematic

Financials

IFRS 16

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Liquidity

thematic

Liquidity

thematic

Financials

DACH Industrial & Logistic Property

thematic

2019 earnings forecasts losing momentum

insight

Financials

The UK build-to-rent market

thematic

Minimal capitulation from the FOMC

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’?