Insights

Europe might have had a chequered economic history since the Global Financial Crisis, but for the Walter Scott Research team, it’s not all bad news and it remains home for many great companies that excel on the global stage.

Hydrogen has been tipped to play an important role in the global transition to renewable energy. Investment Manager Ashley-Jane Kyle takes another look at hydrogen and assesses recent developments from the perspective of two companies in the industry.

Focusing on rising temperature while ignoring our emptying natural habitats makes no sense. An approach that takes the hand of nature while forcing climate change to slow down is the best way forward, says Oliver Balch.

Banking sector share prices have witnessed a rebound since the latter part of last year, but we still prefer to look elsewhere for sustainable long-term returns.

The fractious relationship between the two superpowers is not the only factor impacting supply chains.

The way companies approach employee wellbeing is a critical test of their culture. Can they come through the current crisis with a strong and more meaningful workplace culture – or will Covid-19 expose it as an empty gesture?

When a global crisis hits, what does it mean for the likes of Chanel, Ferrari and Louis Vuitton? We find out how the luxury goods sector is faring as the Covid-19 pandemic turns the world upside down.

Retailers’ adaption to the Covid-19 crisis is not only impacting their employees but, just as starkly, workers at the end of the supply chain.

Bill Emmott, former editor-in-chief of The Economist, considers the global outlook, in a year dominated by the US presidential elections, trade tensions, Brexit and the coronavirus.

Raising debt may seem like a logical response to an environment where interest rates are at record lows. Investment Director Charlie Macquaker assesses the risks within that all-too-common assumption.