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Archive January 2022

Screening: UK and Europe – 31st January 2022

Posted on Jan 31, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Europe, Health Care, Industrials, Materials, Technology

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UK Small Cap: Chemicals – 26th January 2022

Posted on Jan 26, 2022 in Chemicals, Current Accounts, UK and Ireland

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Europe Ex-UK Midcap: Manufacturing 1 – 25th January 2022

Posted on Jan 25, 2022 in Current Accounts, Electrical Products, Europe, Industrial Machinery, Mid Cap, Misc. Manufacturing

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Current Accounts 253: Global MegaTech – 21st January 2022

Posted on Jan 21, 2022 in Current Accounts, Global, Large Cap, Technology

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UK Small Cap: Travel & Leisure – 20th January 2021

Posted on Jan 20, 2022 in Current Accounts, Leisure and transport, UK and Ireland

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Europe Ex-UK Midcap: Support Services – 19th January 2022

Posted on Jan 19, 2022 in Current Accounts, Europe ex UK, Mid Cap, Support Services

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Current Accounts: UK Economy, Global Estimates, Expectations – 18th January 2022

Posted on Jan 18, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Health Care, Industrials, Materials, Technology, UK and Ireland

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UK Small Cap: Health Care – 12th January 2022

Posted on Jan 12, 2022 in Current Accounts, Health Care, UK and Ireland

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Europe Ex-UK Midcap: Software and Semis – 11th January 2022

Posted on Jan 11, 2022 in Current Accounts, Europe ex UK, Mid Cap, Semiconductors & Equipment, Software & Services

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Current Accounts: UK General Retail, European Apparel and Branded Goods – 10th January 2022

Posted on Jan 10, 2022 in Apparel and Footwear, Current Accounts, Europe, General Retail, Luxury Goods

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UK Small Cap: Other Technology – 6th January 2022

Posted on Jan 6, 2022 in Computer Hardware, Current Accounts, Internet, Software & Services, UK and Ireland

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Europe Ex-UK Midcap: IT Services – 5th January 2022

Posted on Jan 5, 2022 in Current Accounts, Europe ex UK, Internet, Mid Cap, Software & Services

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Recent Equity Ideas

  • GLOBAL LARGE CAP: EXPECTATIONS ANOMALIES

    31/01/2023
  • GLOBAL LARGE CAP: MEGATECH

    31/01/2023
  • LARGE CAP COVERAGE: UNITED KINGDOM

    31/01/2023
  • LARGE CAP COVERAGE: EUROPE

    31/01/2023
  • LARGE CAP COVERAGE: EUROPE

    31/01/2023

Archive

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