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

Investment Companies

UK stock market – Scope for further upside in UK large-cap stocks

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Inside the mind of the investor

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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

thematic

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

Latest

Investment Companies | insight

Inside the mind of the investor: Polar Capital

Financials | insight

Q325 reflections: Europe’s moment

Industrials | insight

Inside the mind of the investor: Mutares

TMT | insight

IP Group – capital markets day