Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
This year’s Journal looks different. It has more colour, more character and more columns. 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.
Discover how Novo Nordisk is navigating surging demand, pricing pressures and the rapid evolution of healthcare models in a fast-changing obesity market.
7 minute read
There are trillions of semiconductors driving almost all electronic goods; without them, the modern world simply wouldn’t work. Investment Manager Tom Miedema investigates the ubiquitous chip.
5 minute read
Explore how electrification is reshaping infrastructure, powering data centres, and driving innovation. AJ Kyle considers the companies enabling smarter, more resilient energy systems for a connected future.
6 minute read
Can China wean itself off overseas technology and become self-sufficient in semiconductors? Tom Miedema and Michael Scott visited the country to find out more.
9 minute read