Insights

Novo Nordisk: Rethinking the playbook

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

7 minute read

TSMC tackles water demands of tiny chips

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.

5 minute read

Powering the Future

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.

6 minute read

Optimism amidst market uncertainty

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.

9 minute read

Healthcare – Still a compelling long-term opportunity

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.

7 minute read

Five investment lessons

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

The (occasional) case for M&A

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