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

Potash

thematic

TMT

UK video games – Heterogeneous not homogeneous

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Energy & Resources

Helium – Macro View Update

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Healthcare

Opioids

insight

Investment Companies

Investment trusts

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Ferroniobium and HSLA steel

thematic

Financials

Enterprise versus equity valuation

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Enterprise versus equity valuation

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Financials

Collateralised loan obligations (CLOs)

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Energy & Resources

Exploration Watch: 2019 exploration wells

insight

Metals & Mining

Zirconium and hafnium

thematic

Healthcare

The diagnostics sector

Latest

Investment Companies | insight

Inside the mind of the investor: Pinnacle Associates

Financials | insight

Q425 reflections: Bullish on equities

Investment Companies | insight

Inside the mind of the investor: Holland Advisors