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.
6 minute read
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.
6 minute read
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.
8 minute read
In our latest podcast, investment managers Des Armstrong and Tom Miedema discuss their recent research trip to China and Taiwan. With ongoing headlines around geopolitical tensions and the end of China’s strict zero-Covid policy, it was a particularly timely visit.
21 minute listen
Against the backdrop of continuing rising interest rates, banking turmoil that risked contagion and ongoing geopolitical wrangling with China, our trip to the US in late March was certainly a timely one.
8 minute read
India is projected to be the world’s fastest growing economy this year and next. Investment manager Alan Lander and investment analyst Connor Graham recently spent two weeks in the country, speaking to management teams and taking the pulse of Asia’s “other superpower”.
The semiconductor chip is a vital component of our everyday lives. Investment managers Tom Miedema and Matthew Gerlach spent eleven days in the US examining some of the developments in the industry from a US perspective.
12 minute read
The Midwest has long been synonymous with industrial manufacturing. On a recent two-week trip to “America’s heartland”, visiting 20 companies, investment managers Laura Clark and Lindsay Scott were struck by the strong and unique sense of culture at various headquarters, factories and facilities.
3 minute watch
In late 2022, Investment Manager Paul Loudon spent two days with Nestlé understanding its future growth plans as well as the more immediate steps being taken to maintain its leadership in still challenging economic conditions.
8 minute read
Investment managers Alex Torrens and Ashley-Jane Kyle spent nine days in the Nordics region, which has long proved a fertile hunting ground for our Research team.
11 minute read