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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

TMT

European video games

insight

TMT

3D printing

thematic

Equity strategy and market outlook – July 2019

insight

Metals & Mining

Iron ore

insight

Iron ore

thematic

Healthcare

The next wave in AMD

thematic

2019 earnings forecasts back on a declining trend

thematic

Illuminator: July Update

thematic

TMT

Diversification and scale for online success

insight

Healthcare

Metastatic cancer

thematic

Financials

IFRS 16

thematic

Equity strategy and market outlook – June 2019

insight

Liquidity

thematic

Liquidity

thematic

Financials

DACH Industrial & Logistic Property

thematic

2019 earnings forecasts losing momentum
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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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