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Current Accounts – Life has Changed: Global Megatech

Posted on Apr 12, 2022 in Current Accounts, Global, Technology

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Current Accounts 266: US Pharma – 7th April 2022

Posted on Apr 7, 2022 in Current Accounts, N America, Pharmaceuticals

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Current Accounts 265: European Pharma – 6th April 2022

Posted on Apr 6, 2022 in Current Accounts, Europe, Pharmaceuticals

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Screening: UK and Europe – 4th April 2022

Posted on Apr 4, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Europe, Health Care, Industrials, Materials, Technology, Telecommunications

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Current Accounts – Life has Changed: European Technology – 31st March 2022

Posted on Mar 31, 2022 in Computer Hardware, Current Accounts, Europe, Internet, Software & Services, Telco Equipment

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Current Accounts – Life has Changed: Manufacturing and Construction – 30th March 2022

Posted on Mar 30, 2022 in Construction Materials, Current Accounts, Electrical Products, Europe, Industrial Machinery, Industrials Conglomerates

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Current Accounts – Life has Changed: Aerospace and Defence – 23th March 2022

Posted on Mar 23, 2022 in Aerospace & Defense, Current Accounts, Europe

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Current Accounts – Life has Changed: Miners & Metals – 22nd March 2022

Posted on Mar 22, 2022 in Current Accounts, Global, Metals, Miners

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Europe Ex-UK Midcap: Retail – 17th March 2022

Posted on Mar 16, 2022 in Current Accounts, Europe ex UK, Food Retail, General Retail

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Current Accounts – UK Economy, Global Estimates and Global Expectations – 15th March 2022

Posted on Mar 15, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Global, Health Care, Industrials, Materials, Technology

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Current Accounts 258: Global Consumer Staples – 4th March 2022

Posted on Mar 4, 2022 in Beverages, Consumer Services, Current Accounts, Food Retail, Global, Personal Goods

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Screening: UK and Europe – 28th February 2022

Posted on Feb 28, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Europe, Health Care, Industrials, Materials, Technology

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Current Accounts 257: Global Megatech – 25th February 2022

Posted on Feb 25, 2022 in Current Accounts, Global, Large Cap, Technology

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UK Small Cap: Other Consumers – 23rd February 2022

Posted on Feb 23, 2022 in Current Accounts, Household & Construction, Leisure and transport, Personal Goods, UK and Ireland

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Europe Ex-UK Midcap: Media – 22nd February 2022

Posted on Feb 22, 2022 in Current Accounts, Europe, Media, Mid Cap

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Recent Equity Ideas

  • GLOBAL LARGE CAP: EXPECTATIONS ANOMALIES

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  • GLOBAL LARGE CAP: MEGATECH

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  • LARGE CAP COVERAGE: UNITED KINGDOM

    31/01/2023
  • LARGE CAP COVERAGE: EUROPE

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  • LARGE CAP COVERAGE: EUROPE

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