We ask our analysts bi-annually to provide their sector outlook and compile their top stock picks.
In our new June 2025 analyst outlook and stock picks report we take a look at the following sectors:
- Listed Investment Companies by Kion Sapountzis
- Agricultural & FMCG by Jonathan Snape
- Technology by Chris Savage & Michael Ardrey
- Diversified Financials by Hayden Nicholson & Marcus Barnard
- Real Estate by Andy MacFarlane & Connor Eldridge
- Retail by Chami Ratnapala & Leo Armati
- Industrials by Daniel Laing & Ritesh Varma
- Healthcare by John Hester, Thomas Wakim & Martyn Jacobs
- Gold by David Coates
- Base Metals by David Coates
- Strategic Minerals & & Processing Technologies by Stuart Howe
- Energy by Regan Burrows
- Mining & Industrial Services by Joseph House & Marcus Barnard
To learn more about the stocks mentioned in this report, speak to your adviser or refer to the Client Access Research Library.
Please note that Speculative securities may not be suitable for retail clients (refer to final page of the report).