Insights

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.

Ten years on from the turmoil of the taper tantrum, Indonesia is enjoying a period of sustained growth and stability. Fraser Fox and Michael Scott travelled to the country to dig a little deeper into this Asian success story.

Hong Kong has endured a turbulent few years, prompting some commentators to suggest the Fragrant Harbour is in long-term decline. During his recent research trip to the city, however, investment manager Alan Lander heard a very different story.

In April, LVMH became the first European company to surpass a market capitalisation of US$500 billion. But LVMH isn’t the only global leading company in France. In late May, members of our Research team headed to the country to meet some of those leaders and to take the temperature on the corporate mood.