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
Our reflections on a two-week research trip to Japan that took in more than thirty company meetings across three cities.
4 minute watch
Investment managers Tom Miedema and Alistair Ceurvorst travelled to Belgium to attend one of the technology sector’s major conferences. They came back reassured by some of the trends that are continuing to create great growth opportunities for many leading technology companies.
4 minute watch
Investment Managers Alan Lander and Des Armstrong travelled to Vietnam and Bangladesh to revisit apparel and footwear factories in South-East Asia.
12 minute watch
Few issues energise environmental campaigners more than fracking. Investment Manager Des Armstrong recently visited Texas to see how one producer is working to improve its operations environmentally.
10 minute read