Research from Hardman & Co, Hardman & Co

Hardman & Co

Research from Hardman & Co

Investment research on quoted companies and funds

Hardman & Co is a multi-disciplinary financial consultancy and investment research firm, employing highly experienced analysts and professionals with a broad range of capital markets expertise. Our clients are public and private businesses as well as fund managers, ranging from start-ups to £1 billion+ market capitalisations. Hardman & Co offers corporate research & consultancy, serving the needs of both public and private companies. We produce gold-standard research with a global reach for trading and investment companies, as well as providing market commentary and analysis. In addition, we carry out a number of bespoke investment-related assignments, including due diligence on bond listings, assessments of private company valuations and other corporate advisory services. We engage with the market through traditional and digital media, offering illuminating video content on corporate management strategy, results communication, interviews and in-house sector discussion.

Equity Bottom-Up

Arbuthnot Banking Group / Equity Bottom-Up

<ul><li>Feature article: Tech sector outlook - focus on recovery plays UK technology stocks are showing signs of recovery after a prolonged five-year bear market, with large-cap software and services stocks rebounding strongly in recent months.</li><li>In this month's feature article, Hardman & Co analyst Richard Jeans examines the latest trading trends across the UK technology sector, the evolving impact of AI and large language models, and the prospects for further recovery.</li><li>He also highlights the importance of focusing on attractively valued recovery opportunities while avoiding over-hyped stocks.</li></ul>

Feature article: Tech sector outlook - focus on recovery plays UK technology stocks are showing signs of recovery after a prolonged five-year bear market, with large-cap software and services stocks rebounding strongly in recent months.In this month's feature article, Hardman & Co analyst Richard Jeans examines the latest trading trends across the UK technology sector, the evolving impact of AI and large language models, and the prospects for further recovery.He also highlights the importance of focusing on attractively valued recovery opportunities while avoiding over-hyped stocks.

Arbuthnot Banking Group PLC - Hardman & Co Monthly: September 2026

<ul>
<li>ABG’s results may be considered across two, distinct, time dimensions.</li>
<li>The long-term value, created by franchise growth, picked up in 1H’26.</li>
<li>Key growth was well spread and seen in deposits, specialist lending and wealth management.</li>
</ul>


ABG’s results may be considered across two, distinct, time dimensions.
The long-term value, created by franchise growth, picked up in 1H’26.
Key growth was well spread and seen in deposits, specialist lending and wealth management.


Arbuthnot Banking Group: 1H26 Accelerating Franchise Growth

<ul>
<li>As we approach the second half of 2026, the economic outlook remains challenging and political uncertainty persists.</li>
<li>However, our July Insight explores why there are growing signs of optimism.</li>
<li>As valuations become more attractive and companies look to participate in transactions, the investment community is becoming increasingly active.</li>
</ul>


As we approach the second half of 2026, the economic outlook remains challenging and political uncertainty persists.
However, our July Insight explores why there are growing signs of optimism.
As valuations become more attractive and companies look to participate in transactions, the investment community is becoming increasingly active.


Arbuthnot Banking Group (ARBB): 2025 lower margins, 2026 profit stability

Thematic (Sector/Industry)

<ul>
<li>The fundraising journey of companies has changed dramatically in the past 25 years.</li>
<li>The beginning, typically, still involves family and friends and, perhaps, a friendly bank manager.</li>
<li>The end remains much the same, too</li>
</ul>


The fundraising journey of companies has changed dramatically in the past 25 years.
The beginning, typically, still involves family and friends and, perhaps, a friendly bank manager.
The end remains much the same, too


United Kingdom

Arbuthnot Banking Group PLC is a United Kingdom-based holding company primarily involved in banking and financial services. It offers private and commercial banking, wealth management, and various asset finance solutions, including specialist asset finance for high-value cars and vehicle finance. The company is headquartered in London, United Kingdom, and was founded in 1833.

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Arbuthnot Banking Group (ARBB LN)

Arbuthnot Banking Group PLC - Hardman & Co Monthly: September 2026

Feature article: Tech sector outlook - focus on recovery plays UK technology stocks are showing signs of recovery after a prolonged five-year...

Hardman & Co

Arbuthnot Banking Group: 1H26 Accelerating Franchise Growth

ABG’s results may be considered across two, distinct, time dimensions.The long-term value, created by franchise growth, picked up in 1H’26.

Hardman & Co

Hardman & Co Monthly: July 2026

As we approach the second half of 2026, the economic outlook remains challenging and political uncertainty persists.However, our July Insight...

Hardman & Co

Arbuthnot Banking Group (ARBB): 2025 lower margins, 2026 profit stability

Hardman & Co

Hardman & Co Monthly: August 2026

It is now exactly 10 years since Hardman & Co published The Gifford Report: Two questions every growth company management should ask themselves.

Hardman & Co

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