De-Risking – It’s Complicated

As governments and companies strive to de-risk critical supply chains, Tom Miedema asks what this means for the global technology industry, both financially and in terms of efficiency.

10 minute read

Weighing up the effect of weight-loss drugs

Novo Nordisk and Eli Lilly’s ground-breaking anti-obesity drugs look set to be transformational for millions of individuals worldwide so what about the likely consequences for other companies in healthcare and beyond?

13 minute read

The Research Journal 13

Now in its 13th edition, the ambition behind our Journal remains unchanged. Through exploring some of the themes at the forefront of the Research team’s agenda we hope to share the thinking of a range of experts alongside our own views and in doing so show how we address these subjects in the context of our long-term investment approach.

The Risk Calculators

Three members of our Research team tell us about their approach to investment risk and exposure; how disclosure is getting more important; and why data might not be all it is cracked up to be.

13 minute read