Japan – Looking Beyond The headline Headwinds
Our reflections on a two-week research trip to Japan that took in more than thirty company meetings across three cities.
4 minute watchInsights
On the Road – Tech Tantrums
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 watchStandards at the end of the supply chain
Investment Managers Alan Lander and Des Armstrong travelled to Vietnam and Bangladesh to revisit apparel and footwear factories in South-East Asia.
12 minute watchTalking ESG in Texas
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