19 June 2026 | 2:28PM BST Equity Research CONNECTING THE DOTS Capex Boom, Frontier exploration, AI orchestration, Halma, BSTL and Banks plus key research Navigating the Capex Boom. Peter Oppenheimer's must read on Capex here, including why he expects more scope for alpha generation. We are hosting a call with him on Monday (sign up) along with some of the analysts from sectors which benefit from the investment (e.g., Hardware, Utilities, Cap Goods). One of these sectors — Utilities — looks very different to ...