Region

UK Miners – 28 June 2017

Posted on Jun 28, 2017 in Equity Ideas, Industrials Conglomerates, Materials, Miners, UK and Ireland

UK Travel and Leisure

Posted on Jun 20, 2017 in Consumer Services, Equity Ideas, Leisure and transport, UK and Ireland

Current accounts: Issue 81 – 16 June 2017

Posted on Jun 16, 2017 in Consumer Non-Durables, Consumer Services, Current Accounts, Equity Ideas, Food Retail, Global, Industrials, Leisure and transport, Media, Mid Cap, Software & Services, Support Services, Technology, US

US Mid Cap review – 15 June 2017

Posted on Jun 15, 2017 in Apparel and Footwear, Consumer Non-Durables, Equity Ideas, Health Care, Mid Cap, Technology, US

Current accounts: Issue 80 – 9 June 2017

Posted on Jun 9, 2017 in Beverages, Consumer Non-Durables, Current Accounts, Equity Ideas, Global, Health Care, Household & Construction, Industrials, Pharmaceuticals, Support Services

Current accounts: Issue 79 – 2 June 2017

Posted on Jun 2, 2017 in Aerospace & Defense, Chemicals, Current Accounts, Equity Ideas, Europe, Industrials, Materials, UK and Ireland

Equity Ideas: France review – 1 June 2017

Posted on Jun 1, 2017 in Aerospace & Defense, Autos & Parts, Consumer Non-Durables, Consumer Services, Equity Ideas, Europe, Food Retail, General Retail, Health Care, Industrials, Personal Goods, Pharmaceuticals, Software & Services, Technology

UK Report – 1 June 2017

Posted on Jun 1, 2017 in Consumer Non-Durables, Consumer Services, Equity Ideas, Food Manufacturing, Food Retail, General Retail, Leisure and transport, UK and Ireland

Current accounts: Issue 78 – 26 May 2017

Posted on May 26, 2017 in Aerospace & Defense, Beverages, Chemicals, Consumer Non-Durables, Current Accounts, Equity Ideas, Europe, Health Care, Industrials, Leisure and transport, Materials, Support Services

Europe – 25 May 2017

Posted on May 25, 2017 in Equity Ideas, Europe

Change in how we model working capital

Posted on May 22, 2017 in Equity Ideas, Global

Current Accounts – Issue 74- 28 April 2017

Posted on Apr 28, 2017 in Apparel and Footwear, Chemicals, Consumer Non-Durables, Current Accounts, Equity Ideas, Europe, Europe ex UK, Food Manufacturing, Materials, UK and Ireland

Pan-European SMID – 28 April 2017

Posted on Apr 27, 2017 in Equity Ideas, Europe, Europe ex UK, SMID, UK and Ireland

UK Report – 25 April 2017

Posted on Apr 25, 2017 in Consumer Non-Durables, Consumer Services, Equity Ideas, Food Retail, General Retail, Household & Construction, Industrials, Support Services, UK and Ireland

UK Report – 29 March 2017

Posted on Mar 29, 2017 in Aerospace & Defense, Consumer Non-Durables, Consumer Services, Energy, Equity Ideas, General Retail, Household & Construction, Industrials, Leisure and transport, Oil Services, Personal Goods, Support Services, UK and Ireland

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