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

Healthcare

Drug pricing – Market access and reimbursement

insight

Healthcare

Drug pricing – Market access and reimbursement

insight

Metals & Mining

Potash

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)

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’?