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.
18 minute listen
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.
18 minute listen
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.
18 minute listen