RESEARCH LIBRARY
The ideas that shape your portfolios.
Explore the research and ideas that inform our strategies. Insights from our team sit alongside contributions from academics and industry experts.
Explore our research
Explore our research
The Journal
This year’s Journal looks different. It has more character, columns and colour. But the Journal’s ambition remains the same: to share the ideas shaping our thinking and informing the companies we invest in on behalf of our clients.
The Research Journal / Issue 15 / June 2025
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