Insights

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.

In this podcast, directors Charlie Macquaker and Roy Leckie discuss the remarkable performance of equity markets in 2023. They also reflect on some of the year’s research trips and ask if the outperformance of the Magnificent Seven has been justified by fundamentals, and if it can continue.

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 our latest quarterly podcast investment managers Paul Loudon and Lindsay Scott discuss the ground-breaking and often controversial obesity drugs that have been developed by Novo Nordisk and Eli Lilly. They also consider current goings-on in China and share insights from recent research debates.

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.

In this podcast, investment managers Alan Lander and Lindsay Scott discuss what has been a busy second quarter, with a particular focus on the consumer discretionary sector and, as LVMH becomes the continent’s first $500 billion company, the extraordinary success of Europe’s luxury businesses.

Travelling around the world to meet companies is an intrinsic part of the Research team’s job. After the hiatus of the pandemic, it has very much been business as usual so far this year, with ten different trips taking place in the first quarter, including to India, Germany, Spain and the US.

From cancer therapy to pineapple leather alternatives, synthetic biology is evolving at an extraordinary pace. In this podcast, investment manager Tom Miedema previews findings from his upcoming white paper on the topic.