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.

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April insight: Rate cuts – not so fast

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The Illuminator – April 2024

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Compressed matters #2

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March insight: Monetary risks ease

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Inside the mind of the investor

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Compressed matters #1

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Investment Companies

Listed private equity – Performing a balancing act

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The Illuminator – March 2024

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February insight: Goldilocks returns?

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Consumer

ConsumerWatch – At least someone loves me

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The Illuminator – February 2024

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TMT

MediaWatch – Rinse and repeat

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Financials

Alpha Bank – Investor Day 2023

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January insight: Mixed start to 2024

Latest

Industrials | insight

Metlen Energy & Metals: London calling, right now

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Results from Edison’s Investor Survey

Investment Companies | insight

JPMorgan European Discovery Trust – The power of small

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