ARBB Arbuthnot Banking Group

Hardman & Co Research: Q&A with Mark Thomas on Arbuthnot Banking Group (ARBB): 2019 results - resilience into the storm

Hardman & Co Research
Hardman & Co Research: Q&A with Mark Thomas on Arbuthnot Banking Group (ARBB): 2019 results - resilience into the storm

21-Apr-2020 / 07:30 GMT/BST


Hardman & Co Research: Q&A with Mark Thomas on Arbuthnot Banking Group (ARBB)

Arbuthnot Banking Group (ARBB) is the topic of conversation when DirectorsTalk caught up with Mark Thomas. Mark explains why he called his recent note 'Resilience into the storm', provides detail around the 2019 results, talks about the outlook post COVID-19, low-risk assets, surplus liquidity and offers his thoughts on the company valuation.

Please click on the link below to listen to the interview:

If you are interested in meeting the company, you can register your interest by clicking on the above link

To contact us:

Hardman & Co
35 New Broad Street
London
EC2M 1NH

Follow us on Twitter @HardmanandCo

Contact:

Mark Thomas

22

 


 

Hardman & Co Research can still be accessed for free after MiFID II. Please to read the statement.

About Hardman & Co: For the past 25 years Hardman has been producing specialist research designed to improve investors' understanding of companies, sectors, industries and investment securities. Our analysts are highly experienced in their sectors, and have often been highly rated by professional investors for their knowledge.  Our focus is to raise companies' profiles across the UK and abroad with outstanding research, investor engagement programmes and advisory services. Some of our notes have been commissioned by the company which is the subject of the note; this is clearly stated in the disclaimer where this is the case.

Hardman Research Ltd, trading as Hardman & Co, is an appointed representative of Capital Markets Strategy Ltd and is authorised and regulated by the Financial Conduct Authority; our FCA registration number is 600843. Hardman Research Ltd is registered at Companies House with number 8256259.

Our research is provided for the use of the professional investment community, market counterparties and sophisticated and high net worth investors as defined in the rules of the regulatory bodies.  It is not intended to be made available to unsophisticated retail investors. Anyone who is unsure of their categorisation should consult their professional advisors. This research is neither an offer, nor a solicitation, to buy or sell any security. Please read the note for the full disclaimer.

 



Dissemination of a CORPORATE NEWS, transmitted by EQS Group.
The issuer is solely responsible for the content of this announcement.


End of Announcement - EQS News Service

1025693  21-Apr-2020 

fncls.ssp?fn=show_t_gif&application_id=1025693&application_name=news&site_id=research_pool
EN
21/04/2020

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Arbuthnot Banking Group

Mark Thomas ... (+3)
  • Mark Thomas
  • Mike Foster
  • Nigel Hawkins

The Monthly: February 2026

Stormy times at present – a sunnier outlook? Undoubtedly, 2025 was a difficult year for Infrastructure Investment Companies (IICs) and Renewable Energy Infrastructure Funds (REIFs). Investors have seen underperformance against the FTSE 100, widening NAV discounts, several delistings, managed wind-downs (MWDs) and regulatory issues both in the UK and in the US. The question for investors is: where do we go from here? On the one hand, yields for some REIFS are well over twice those of 10-year gil...

Mark Thomas ... (+2)
  • Mark Thomas
  • Martin Hall

Hardman & Co Monthly: January 2026

This month’s feature article is the Hardman & Co Healthcare Index written by Dr Martin Hall, Head of Life Sciences at Hardman & Co. The main function of the HHI is to monitor the performance, and to highlight the attractiveness, of life sciences investments over the long term, and to try to identify those stocks that have disruptive technologies that consistently allow them to outperform both the index and the markets. Many of the 49 constituents of the index are high-risk, with micro-capitali...

Mark Thomas ... (+2)
  • Mark Thomas
  • Yingheng Chen

Hardman & Co Monthly: November 2025

Feature article: Feeding the future The case for food system investment Megatrends, at a very basic level, dictate the “direction of travel” for economic, social and political activity; investments made on this basis will receive powerful trend support. Today, the transformation of the global food system represents one such structural force. As demographic expansion, rising income and growing climate pressure converge, food sustainability as a strategic, long-term investment theme is no longe...

Brian Moretta ... (+2)
  • Brian Moretta
  • Mark Thomas

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, 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 la...

Mark Thomas ... (+2)
  • Mark Thomas
  • Nigel Hawkins

Hardman & Co Monthly: September 2025

Feature article: IICS/REIFS – NAV discounts and the ill wind from Denmark Since the start of 2024, the share prices of the eight Infrastructure Investment Companies (IICs) and of the 18 Renewable Energy Infrastructure Funds (REIFs) have been generally weak – and, conspicuously, have failed to recover the losses of 2023. Undoubtedly, high interest rates have undermined the sector – and there is no certainty that they will fall significantly. Not only has this situation adversely affected NAVs, b...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch