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Redefining equity research and execution

Recent work from Redburn

Emerging Into the Light

Published February 26, 2020
Capital Letters: Next

Published February 24, 2020
Thinking Allowed: Signs of Maturity

Published February 14, 2020
Subsea 7: Scaling the Wall of Worry

Published February 3, 2020
UK Housebuilders: As the Fog Lifts

Published January 30, 2020
Cement: Carbon Conundrum

Published January 27, 2020
Soapbox

Published January 24, 2020
BT Group: Escaping the Value Trap

Published January 20, 2020
Bankonomics: The Nationalisation of Risk

Published January 17, 2020
Liberty Global: The Fox in the Chicken Coop

Published January 8, 2020
European Pharma: Bull in a China Shop

Published December 18, 2019
Sandvik: Cyclical and Digital Threads

Published December 4, 2019
Top Down: The Ugly Duckling

Published December 3, 2019
Nordea: The Cost of Change

Published November 29, 2019
Johnson Matthey and Umicore: Further, Better, Faster

Published November 28, 2019
Endoscopy: A Clearer Vision

Published November 27, 2019
Gambling: States of Play

Published November 26, 2019
Novartis: Gene Genie

Published November 21, 2019
Agrichemicals: What's Your Beef?

Published November 12, 2019
M&G: Unshackled

Published November 11, 2019
Kering: Beyond Gucci

Published November 6, 2019
SAP: The 2019 Customer Survey

Published November 5, 2019
Thinking Allowed: The Magic Zero

Published October 25, 2019
Global Markets Chart Book: Rotation Gathering Pace?

Published October 24, 2019
Spotify: You Have to Buy Creator Services

Published October 22, 2019
Consumer Staples: Sustainable Difference

Published October 11, 2019
European Autos: Fresh Air II

Published October 10, 2019
Medical Technology: Good Cost, Bad Cost

Published October 9, 2019
Aviation: Hot Air

Published October 7, 2019
Thinking Allowed: The $350trn Question

Published October 4, 2019