News & Events
Andrew Bailey keynote speech on MiFID II at the European Independent Research Providers Association
This coincides with the latest release of our MiFID II Monitor, in which Keith Hiscock, CEO of Hardman & Co, comments: “A year on from MiFID II, we may be seeing a reallocation of broker research resources from well-researched large cap stocks towards smaller cap companies. But coverage of the largest stocks continues to dominate research […]
MiFID II Monitor: Small caps boosted by MiFID II as brokers reorganise
However, coverage of small cap stocks and AIM companies has bucked the broader post-MiFID II trend so far. Coverage of Main Market small caps and AIM companies across the market-cap spectrum increased 15.6% and 7.9%, respectively. The analysis indicates about one in two AIM stocks has acquired an extra analyst over the past two years, […]
Debt Investment Companies: Diving deep finds you the treasure
In this report, we provide investors with our thoughts on the key issues for Credit Investment Companies.
Investment Research Landscape Post MiFID II- VIDEO
Keith Hiscock in conversation with Neil Shah of Edison Investment Research discussing the changing landscape of investment research post MiFID II.
26.02.19 – Hardman & Co February Investor Forum
Learn more about investing in clean energy, a dividend paying gold miner, and two distinct health care companies at different commercial stages.
Renewable Generation
This Investment Research Paper addresses the issue of renewable power generation in the UK and in mainland Europe, which – after the deep-seated financial crisis of 2008/09 and the ensuing recession – now has better prospects of achieving critical mass. It also considers investment perspectives.
Chairman’s Breakfast – Advisory Boards; their relevance in a changing world
The focus of the meeting was a presentation on their recently completed review of advisory boards which involved interviews with over 40 senior board members, both executive and non-executive. Thank you to all of our attendees. The Executive Summary taken from the report can be found below: “Advisory Boards have been established by many organisations […]
Hardman & Co Healthcare Index
The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. 2018 was a difficult year; however, the index still outperformed its comparative London indices, falling 10.0% to 393.2, compared with -13.0& and -18.2% for the Allshare index and the AIM index, respectively.
MiFID II one year on – Mike Sheen of Investment Week references Hardman & Co analysis
Mike Sheen explains ‘The requirement to ‘unbundle’ research costs from the rest of sell-side services is thought to have taken a toll on research coverage and therefore liquidity as a result of reduced trading volumes.’ Asset Mangers have turned to cutting the number of brokers in order to reduce cost and this has led to a reduction in stock liquidity.
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