We ask our analysts bi-annually to provide their sector outlook and compile their top stock picks.
In our new December 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
- Healthcare by John Hester, Thomas Wakim & Martyn Jacobs
- Utilities & Renewable Energy by Marcus Barnard & Ritesh Varma
- Mining & Industrial Services by Joseph House & Marcus Barnard
- Gold by David Coates, Regan Burrows, James Williamson & Todd Lewis
- Base Metals by David Coates
- Strategic Minerals & Processing Technologies by Stuart Howe
- Defence by Baxter Kirk
- Lithium by Stuart Howe
- Energy by Regan Burrows
- Rare Earths & Niobium by Regan Burrows
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).