Strategy Economics & ESG

Latest Research

  10/06/26 Thought of the Day - The economic effects of geopolitical fragmentation (3 pgs)
  09/06/26 Thought of the Day - The same as Italy (4 pgs)
  08/06/26 Thought of the Day - It’s bad to be poor in the US (3 pgs)
  08/06/26 Thoughts from the Old Continent - Dealing with the defence sell-off in Europe (11 pgs)
  08/06/26 Services Klaxon - Still not loving those prices (13 pgs)
  04/06/26 Thought of the Day - Fund managers tell you when they will outperform (4 pgs)
  04/06/26 Strategy All Cap Sentiment and Screens - The rally is increasingly 'junky' (54 pgs)
  04/06/26 Strategy SMID Sentiment and Screens - The rally is increasingly 'junky' (34 pgs)
  03/06/26 Thought of the Day - Bigger city, lower property yields (3 pgs)
  03/06/26 Strategy All Cap Monthly - Surely, this can't be good (60 pgs)
  03/06/26 Strategy SMID Monthly - Surely, this can't be good (30 pgs)
  02/06/26 Thought of the Day - Which analysts add value? (4 pgs)
  01/06/26 Thought of the Day - Are auditors good stock pickers? (3 pgs)
  01/06/26 Thoughts from the Old Continent - Ten days to go.... (12 pgs)
  01/06/26 Strategy - FTSE June Index Review (6 pgs)
  28/05/26 Thought of the Day - If your peer does it, do you do it, too? (2 pgs)
  27/05/26 Thought of the Day - All you need is growth (4 pgs)
  26/05/26 Thought of the Day - From data centres to higher electricity prices (3 pgs)
  21/05/26 Thought of the Day - How big is space? (4 pgs)
  20/05/26 Thought of the Day - Rebuilding Ukraine is not going to be easy (4 pgs)
  19/05/26 Thought of the Day - What happens when you stop low-skilled immigration (3 pgs)
  18/05/26 Thought of the Day - Corruption doesn’t pay, unless it’s no longer prosecuted (3 pgs)
  18/05/26 Thoughts from the Old Continent - Banks banking on higher yields (11 pgs)
  14/05/26 Thought of the Day - More defence spending is good for the economy (4 pgs)
  13/05/26 Thought of the Day - It’s a lazy week (3 pgs)
  12/05/26 Thought of the Day - Just do what you did last month (3 pgs)
  11/05/26 Thought of the Day - Repeat after me: Higher minimum wages are good for business (4 pgs)
  11/05/26 Thoughts from the Old Continent - A look at semiconductor valuations (11 pgs)
  07/05/26 Thought of the Day - Labour shortages are coming. What are businesses going to do? (3 pgs)
  07/05/26 Services Klaxon - The sharpest cost increase ever recorded (14 pgs)
Date Title  
10/06/26 Thought of the Day - The economic effects of geopolitical fragmentation (3 pgs)  
09/06/26 Thought of the Day - The same as Italy (4 pgs)  
08/06/26 Thought of the Day - It’s bad to be poor in the US (3 pgs)  
08/06/26 Thoughts from the Old Continent - Dealing with the defence sell-off in Europe (11 pgs)  
08/06/26 Services Klaxon - Still not loving those prices (13 pgs)  
04/06/26 Thought of the Day - Fund managers tell you when they will outperform (4 pgs)  
04/06/26 Strategy All Cap Sentiment and Screens - The rally is increasingly 'junky' (54 pgs)  
04/06/26 Strategy SMID Sentiment and Screens - The rally is increasingly 'junky' (34 pgs)  
03/06/26 Thought of the Day - Bigger city, lower property yields (3 pgs)  
03/06/26 Strategy All Cap Monthly - Surely, this can't be good (60 pgs)  
03/06/26 Strategy SMID Monthly - Surely, this can't be good (30 pgs)  
02/06/26 Thought of the Day - Which analysts add value? (4 pgs)  
01/06/26 Thought of the Day - Are auditors good stock pickers? (3 pgs)  
01/06/26 Thoughts from the Old Continent - Ten days to go.... (12 pgs)  
01/06/26 Strategy - FTSE June Index Review (6 pgs)  
28/05/26 Thought of the Day - If your peer does it, do you do it, too? (2 pgs)  
27/05/26 Thought of the Day - All you need is growth (4 pgs)  
26/05/26 Thought of the Day - From data centres to higher electricity prices (3 pgs)  
21/05/26 Thought of the Day - How big is space? (4 pgs)  
20/05/26 Thought of the Day - Rebuilding Ukraine is not going to be easy (4 pgs)  
19/05/26 Thought of the Day - What happens when you stop low-skilled immigration (3 pgs)  
18/05/26 Thought of the Day - Corruption doesn’t pay, unless it’s no longer prosecuted (3 pgs)  
18/05/26 Thoughts from the Old Continent - Banks banking on higher yields (11 pgs)  
14/05/26 Thought of the Day - More defence spending is good for the economy (4 pgs)  
13/05/26 Thought of the Day - It’s a lazy week (3 pgs)  
12/05/26 Thought of the Day - Just do what you did last month (3 pgs)  
11/05/26 Thought of the Day - Repeat after me: Higher minimum wages are good for business (4 pgs)  
11/05/26 Thoughts from the Old Continent - A look at semiconductor valuations (11 pgs)  
07/05/26 Thought of the Day - Labour shortages are coming. What are businesses going to do? (3 pgs)  
07/05/26 Services Klaxon - The sharpest cost increase ever recorded (14 pgs)