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

UK video games – Heterogeneous not homogeneous

insight

Energy & Resources

Helium – Macro View Update

insight

Healthcare

Opioids

insight

Investment Companies

Investment trusts

insight

Ferroniobium and HSLA steel

thematic

Financials

Enterprise versus equity valuation

insight

Enterprise versus equity valuation

insight

Financials

Collateralised loan obligations (CLOs)

insight

Energy & Resources

Exploration Watch: 2019 exploration wells

insight

Metals & Mining

Zirconium and hafnium

thematic

Healthcare

The diagnostics sector

insight

Metals & Mining

Electric vehicles and rare earths

Latest

Financials | insight

Q325 reflections: Europe’s moment

Industrials | insight

Inside the mind of the investor: Mutares

TMT | insight

IP Group – capital markets day

Industrials | insight

Metlen Energy & Metals: London calling, right now