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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

ECB: Buy the rumour, sell the news

insight

Healthcare

Retinal implants

thematic

Healthcare

Drug pricing – Market access and reimbursement

insight

Healthcare

Drug pricing – Market access and reimbursement

thematic

Equity strategy and market outlook – February 2019

insight

Metals & Mining

Potash

thematic

UK video games – Heterogeneous not homogeneous

thematic

TMT

UK video games – Heterogeneous not homogeneous

insight

Energy & Resources

Helium – Macro View Update

insight

Global earnings: Pace of downgrades slowing

insight

Healthcare

Opioids

insight

Investment Companies

Investment trusts

thematic

Market outlook: balanced but still biased to upside

insight

Ferroniobium and HSLA steel

thematic

Financials

Enterprise versus equity valuation

insight

Enterprise versus equity valuation
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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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