UK & European Research At A Glance

This report provides a compilation of analyst insights across UK and European markets, covering rating revisions, thematic sector analysis, and updates from the RBC Global Energy, Power & Infrastructure Conference.

Key Takeaways

• 1.The 1Q26 reporting season showed mixed results for ESG stocks, with strong performance in the 'Grid' theme and weakness in Clean Energy, Sustainable Forestry, and Agriculture.
• 2.Secular markets in European Capital Goods remain resilient with robust 2026 growth expectations, despite some industrial sector uncertainty.

Table of Contents

• Premium Research
• Rating Revisions
• Company Comments
• Industry Comments
• Investment Strategy Research
• Global Commodity Strategy and MENA
• Quick Takes