Insights

Digging Deeper – Understanding Wolters Kluwer

In our second Digging Deeper conversation, Investment Manager Paul Loudon shares his thoughts on Wolters Kluwer; a company that has navigated profound changes in the publishing market, moving from print to digital and now harnessing the power of generative AI.

19 minute watch

Digging Deeper – Understanding Novo Nordisk

Novo Nordisk has become a household name thanks to Wegovy and Ozempic. What are the risks that stem from that attention, and just how significant is the long-term opportunity? In the first of a series of Digging Deeper conversations, Investment Manager Lindsay Scott shares her thoughts on the obesity and diabetes markets.

22 minute watch