Insights

Our outgoing Chair discusses recruiting Dr Walter Scott and what’s changed in 60 years of investment management.

Executive Director Roy Leckie takes a look at what might lie ahead for equity markets, and remains bullish on the long-term outlook for the world’s leading companies.

Discover how Novo Nordisk is navigating surging demand, pricing pressures and the rapid evolution of healthcare models in a fast-changing obesity market.

There are trillions of semiconductors driving almost all electronic goods; without them, the modern world simply wouldn’t work. Investment Manager Tom Miedema investigates the ubiquitous chip.

Explore how electrification is reshaping infrastructure, powering data centres, and driving innovation. AJ Kyle considers the companies enabling smarter, more resilient energy systems for a connected future.

Uncertainty over tariffs and their economic consequences abounds, but innovation and enterprise never stop. Executive Director Roy Leckie takes a positive view on the long-term outlook for the world’s leading companies.

Despite a convergence of headwinds, the healthcare sector offers diverse and exciting opportunities for investors. Lindsay Scott explores the powerful long-term trends that are unlocking new sources of earnings and profitability.

Stablecoins are growing in popularity, but Jamie Zegleman thinks they are unlikely to dislodge the global payments duopoly of Visa and Mastercard.

As Europe boosts defence spending in response to rising geopolitical tensions, the technological transformation of warfare is changing how that money is spent. More cybersecurity and sensors, fewer bombs and bullets.

Long-term investment returns are not just about capturing rising markets. Protecting value is the other, sometimes underappreciated, side of the return equation.