Insights

How did one man’s prudent attitude in 1967 spark a $44bn business empire? Dr Oriana Beaumont visited Fastenal to understand how it is still driven by its founder’s focus on cost control.

What does America’s new energy strategy mean for investors? Investment manager Des Armstrong was at the world’s premier energy conference in Houston, Texas to find out more.

South Korea’s rich ecosystem of cutting-edge companies offers opportunities for investors. Investment manager Connor Graham reflects on some of the standout meetings from his recent week-long trip to the country.

Japan has a rich heritage in robotics, consumer electronics and the automotive industry. But where are the next growth opportunities? Investment Manager Lucia Gibbard went to Japan to find out.

For businesses and investors with a global perspective, the immense size of India’s economy, combined with its impressive rate of economic growth, makes it critical to understand. Investment analyst Connor Graham discusses his recent trip to the country where he met with numerous companies across different sectors.

China’s days of turbocharged growth may be a thing of the past, but the country’s economic evolution has put it in the vanguard of some powerful long-term growth trends. A research trip to two of China’s fastest growing cities revealed more.

Mexico stands to be one of the chief beneficiaries of the geopolitical shifts reshaping global trade. With the country in the midst of a nearshoring boom, investment manager Tom Miedema spent a week there to find out more.

At the tail end of a strong year for Japanese equities, Executive Director Charlie Macquaker, and Investment Analyst Connor Graham visited Japan, gauging the economic tempo of the country and meeting with a variety of companies. In this article, they discuss what there is to shout about.

This podcast features several Research team members who’ve recently returned from trips to Asia. During discussions with companies across mainland China, Hong Kong, Indonesia, Malaysia and Singapore, they garnered plenty of valuable first-hand insights, suggesting that China Plus One is a lot more complicated than such a simplistic phrase would suggest.

In late September investment managers, Lindsay Scott and Jamie Zegleman travelled to Italy to meet with companies across healthcare, industrial, technology and luxury sectors. So often dismissed, economically and financially, this trip was a valuable reminder of a different view, one of corporate success and innovation.