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, less bombs and bullets.
6 minute read
Long-term investment returns are not just about capturing rising markets. Protecting value is the other, sometimes underappreciated, side of the return equation.
4 minute read
Executive Director Roy Leckie reflects on key lessons he has learned throughout a career shaped by an enduring investment philosophy, global travel, and disciplined investing.
5 minute read
M&A gets a bad rap. But the right deal, by the right company, can deliver meaningful growth. Investment Manager, Alan Edington highlights a number of companies that make the case for M&A.
9 minute read
We believe investors should have exposure to both the US and international equity markets at all times. By complementing US exposure with holdings in leading international companies, investors can upgrade the quality of their portfolio and achieve greater diversification.
4 minute read
We are becoming accustomed to daily moves in share prices, prompted by short-term news with varying degrees of credibility. Such developments shouldn’t cloud our view on a company’s long-term prospects. Novo Nordisk and Roche have recently been the subject of market concern. We place those worries in the context of our long-term analysis and judgement.
8 minute read
ASML’s most recent results sparked volatility across the tech sector. Were investors right to be worried? Investment manager Tom Miedema visited the “the most important tech company you’ve never heard of” to find out more.
7 minute read
Is the company AGM “a frivolous waste of time” as Jamie Dimon claims? From Brooklyn to Milan, Alan Edington considers the increasingly heated debate around shareholder rights.
8 minute read
From robots in operating theatres to heart valve replacements, there have been many remarkable innovations in medical technology. However, such success does not come without challenges. Des Armstrong recently travelled to the US to investigate the current industry dynamics and, crucially, the companies that can and will continue to thrive.
9 minute read
Greggs is a British institution. Its sausage roll has become part of our national culture. Despite marked inflation in input costs, a tough environment for the UK consumer and the pressures of what is a highly competitive sector, this bakery and convenience food chain has continued to grow.
6 minute read