EdisonTV
EdisonTV - New website
Our new website includes new features that makes our content more accessible, more engaging and even more insightful, bringing our readers up to the date with the latest on stock news, whilst providing our clients with an enhanced platform to showcase their equity profiles.
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26/03/2019 |
Bitesize briefing - UK video games
Over the past 2-3 years we have seen the re-emergence of a listed small and mid-cap games sector in the UK and Europe, with a wave of IPOs supported by a period of sustained outperformance of the industry majors against a backdrop of healthy equity markets. The more recent reversal of performance of the sector has been equally dramatic and largely indiscriminate. Mixed trading results from the industry majors reflects, in our view, the re-basement of expectations from unrealistic highs as well as disruption from digital distribution and recurring monetisation models. The small cap games sector mainly comprises companies with business models designed to exploit this new model and trading for the most part has been robust. The dynamic nature of the market will continue to create disruption, offering opportunities and risks, but we believe that the small cap European sector now offers exposure to a number of well run, innovative businesses and good execution will generate significant value.
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26/02/2019 |
Bitesize briefing - Investment Research Landscape Post MiFID II
Investment Research Landscape Post MiFID II
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22/02/2019 |
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Bitesize briefing - Stock Exchanges to play a growing role in the research ecosystem post MiFID II
There have been volumes written on how MiFID II will lead to a demise in the coverage of small and mid cap companies – the unintended consequences. Everyone loves a conspiracy theory. So what if the unintended consequences weren't so unintended? Neil Shah discusses the growing role that stock exchanges will play in the research ecosystem post MiFID II.
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19/11/2017 |
Edison interview - Impact of MiFID II
Dean Richardson, director of Australasia at Edison Group, interviews Neil Shah, director of research at Edison Group, on the potential impacts of MiFID II in Europe, as well as in Australia and New Zealand. In this interview, Neil outlines how MiFID II is bringing about a raft of changes to the way asset managers can pay for investment research, and how this will lead to significant disruption in the way portfolio managers access information and ideas on companies.
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28/06/2017 |
Post-EU referendum webinar
The UK has voted to leave the EU. Financial markets which had been anticipating a remain vote reacted with sharp declines in share prices, Sterling selling off and bond yields falling. Alastair George, Edison’s strategist will address the specific implications of the outcome of the vote on UK equities, government bonds and sterling.
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29/06/2016 |
Analyst Interview – Neil Shah on the Future of equity research white paper
Neil Shah, co-author of the white paper on the future of equity research, which was published in January 2014 in collaboration with Neil Scarth of Frost Consulting, discusses the report’s key findings. Neil outlines six short- and long-term changes he sees as a result of regulatory changes in the equity research ecosystem. The authors believe the Financial Conduct Authority's (FCA) Conflicts of Interest document issued in November 2012 and subsequent consultation paper, Consultation on the use of dealing commission rules issued in November 2013, have the potential to be the most significant catalysts for change the equity research ecosystem has seen in a century, and could potentially have a global impact on the provision of equity research.
A copy of the white paper can be downloaded from the following link: www.edisoninvestmentresearch.com/serve_pdf.php?d=sectorreports&f=The_future_of_equity_research.pdf
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17/03/2014 |