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

Thematic (Sector/Industry)

<ul>
<li>Feature article: Streamed content takes over…after the Great Correction of 2022 Streaming is a disruptive, content-led, subscription-based technology.</li>
<li>Challenging all video distribution business models, it opens up global opportunities for a growing variety of content, including gaming and sport.</li>
<li>The Great Correction of 2022 saw the share prices of streamers plunge after market leader Netflix reported slowing subscriber growth.</li>
</ul>


Feature article: Streamed content takes over…after the Great Correction of 2022 Streaming is a disruptive, content-led, subscription-based technology.
Challenging all video distribution business models, it opens up global opportunities for a growing variety of content, including gaming and sport.
The Great Correction of 2022 saw the share prices of streamers plunge after market leader Netflix reported slowing subscriber 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.


<ul><li>Feature article: Tech sector outlook | Small cap finding support at COVID-19 levels The past year has been a challenging period for UK technology stocks.</li><li>The sector has diverged from buoyant UK blue chips due to the perceived threats of AI-induced disruption.</li><li>This underperformance has been regardless of generally positive trading news, and larger cap software & services companies have performed significantly worse than their smaller brethren.</li></ul>

Feature article: Tech sector outlook | Small cap finding support at COVID-19 levels The past year has been a challenging period for UK technology stocks.The sector has diverged from buoyant UK blue chips due to the perceived threats of AI-induced disruption.This underperformance has been regardless of generally positive trading news, and larger cap software & services companies have performed significantly worse than their smaller brethren.

Chesnara PLC - Hardman & Co Monthly: March 2026

<ul><li>Feature article: Building tomorrow’s AI: How the UK will become the global architect of Trustworthy Intelligence In this month’s feature article, Professor Andy Pardoe, Professor of AI and Chair of the Deep Tech Innovation Centre at the University of Warwick, gives his perspective on the artificial intelligence (AI) industry and how it is advancing at an unprecedented pace, outstripping anything witnessed in previous decades.</li><li>For researchers, industry leaders and investors, understanding the landscape of AI and how it will evolve over the coming years is becoming increasingly important as AI plays a bigger role in every aspect of our professional and personal lives.</li><li> AI is no longer “just another tech wave or bubble.” Unlike previous AI winters, AI technologies are working at scale across many different applications and use-cases, delivering valuable insights and productivity gains.</li></ul>

Feature article: Building tomorrow’s AI: How the UK will become the global architect of Trustworthy Intelligence In this month’s feature article, Professor Andy Pardoe, Professor of AI and Chair of the Deep Tech Innovation Centre at the University of Warwick, gives his perspective on the artificial intelligence (AI) industry and how it is advancing at an unprecedented pace, outstripping anything witnessed in previous decades.For researchers, industry leaders and investors, understanding the landscape of AI and how it will evolve over the coming years is becoming increasingly important as AI plays a bigger role in every aspect of our professional and personal lives. AI is no longer “just another tech wave or bubble.” Unlike previous AI winters, AI technologies are working at scale across many different applications and use-cases, delivering valuable insights and productivity gains.

Chesnara PLC - Hardman & Co Monthly: October 2025

United Kingdom

ICG Graphite Enterprise Trust plc is an investment trust incorporated in the United Kingdom with a diversified portfolio of equity assets. The aim of the Fund is to provide shareholders with long-term capital growth through investment in unquoted companies, mainly through specialist funds but also directly.

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ICG Enterprise Trust plc (ICGT 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

The Hardman & Co Monthly: March 2024

Feature article: Streamed content takes over…after the Great Correction of 2022 Streaming is a disruptive, content-led, subscription-based...

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

Chesnara PLC - Hardman & Co Monthly: March 2026

Feature article: Tech sector outlook | Small cap finding support at COVID-19 levels The past year has been a challenging period for UK...

Hardman & Co

Chesnara PLC - Hardman & Co Monthly: October 2025

Feature article: Building tomorrow’s AI: How the UK will become the global architect of Trustworthy Intelligence In this month’s feature article,...

Hardman & Co

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