Since its founding in 1974, Japanese firm Keyence has steadily grown and innovated to become a world leader in factory automation. In our latest Digging Deeper video, we delve into the company’s unique business model and its long runway for continued growth.
15 minute watch
Robotic-assisted surgery has transformed the experience and outcome for millions of patients worldwide. Intuitive Surgical has been at the forefront of this technology for almost 30 years and, with the launch of its latest da Vinci 5 robot, looks set to maintain its leading-edge advantage.
8 minute read
Connecting airlines, travel agencies and hotels, Amadeus IT is a key enabler of the global travel and tourism industry, one of today’s most compelling long-term growth stories.
7 minute read
In our second Digging Deeper conversation, Investment Manager Paul Loudon shares his thoughts on Wolters Kluwer; a company that has navigated profound changes in the publishing market, moving from print to digital and now harnessing the power of generative AI.
19 minute watch
From a shell and a blade of grass, to cutting-edge hearing implants. For more than four decades, Cochlear has been a pioneer in the treatment of hearing loss, a condition estimated to cost the global economy almost US$1 trillion every year.
6 minute read
Dutch company Wolters Kluwer, founded in 1836, serves as a reminder that disrupters come in all ages. Whilst the focus is often on new disrupters, companies with long and successful track records will have adapted to change, pivoted strategically and utilised disruptive ideas. Despite profound marketplace changes, Wolters Kluwer remains a reliable and trusted provider of valuable information through their software and services.
10 minute read
Novo Nordisk has become a household name thanks to Wegovy and Ozempic. What are the risks that stem from that attention, and just how significant is the long-term opportunity? In the first of a series of Digging Deeper conversations, Investment Manager Lindsay Scott shares her thoughts on the obesity and diabetes markets.
22 minute watch
A little-know company in the Netherlands has emerged as a vital linchpin in the semiconductor industry.
6 minute read
Corporate Japan has long lagged its developed world peers in IT investment. That’s set to change as the country looks to overcome its demographic challenges and boost productivity. For OBIC, this shift in corporate mindset should prove a powerful long-term growth opportunity.
5 minute read
In the age of next-day delivery, the demands on freight carriers have never been higher. Thanks to a nine-decade focus on operational excellence, however, Old Dominion Freight Line is one step ahead of the competition.
6 minute read