Insights

Following a recent trip to Silicon Valley, Tom Miedema discusses the risks, opportunities – and hype – dominating today’s AI landscape.

Charlie Macquaker reflects on 34 years at Walter Scott, sharing insights from his early days to recent research trips in China and Sweden, and discusses the enduring principles that underpin the firm’s investment approach.

Stablecoins are now bypassing banks and AI agents are making purchases. These are just some of the technologies that are reshaping payments, cross border flows, and everyday commerce.

Curious about how Walter Scott is charting a course through volatile stock markets? In this podcast, Investment Manager AJ Kyle and Executive Director Roy Leckie delve into three critical areas.

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.

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.

A visit to China highlights the perils of making generalisations about such a vast and complex country. Investment manager Paul Loudon reports back from the bright lights of Chengdu, Chongqing and Hong Kong whilst investment manager AJ Kyle provides an update on the team’s recent travels and investment insights.

AI-driven technologies such as ChatGPT are being adopted at breakneck speeds. Companies are scrambling to keep up – needing smarter software, stronger networks and better computers. This has created huge opportunities for pioneering firms such as TSMC, ASML and Nvidia. Tom Miedema and Jamie Zegleman explore whether these innovative companies will maintain their competitive edge.

AI was the recurring theme throughout a wide-ranging discussion with Investment Managers Des Armstrong and Alan Edington. We also debated the ongoing concentration of US markets, Japan’s impressive start to the year as well as trips to Denmark and LA to meet with healthcare, entertainment and medtech businesses.