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European Equities Blog
What has Iran changed, if anything?
07 May 2026 | Tom O'Hara
Since February's textbook "de-grossing" event in the run up to the Iran conflict, leadership has already re-concentrated into semiconductors, AI infrastructure and energy-related capital expenditure (capex), consumer sectors, airlines and defence lagged.
European Equities Blog
The New Energy Order - the thematic embrace of Oilfield Services
15 April 2026 | Tom O'Hara
Thematic Baskets are an important part of risk management frameworks; newly emerging themes can quickly change the nature of relationships between stocks and sectors, in a way that traditional multi-factor risk models are slow to capture.
