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.
Innovative heart treatments, AI-powered surgical robots, and booming wearable tech are transforming patient care. But these advances come with high costs. Can a value-based model balance progress with affordability?
6 minute read
Six key materials – sand, salt, iron, copper, oil and lithium – have shaped our civilisation. Author Ed Conway tells Investment Manager Lucia Gibbard why physical commodities matter more than ever.
7 minute read
Bjørn Gulden has transformed the fortunes of Adidas since taking the helm in 2023. But can the iconic Three Stripes maintain its impressive momentum in a world of tariffs?
10 minute read
Curious about how Walter Scott is charting a course through volatile stock markets? In this podcast, Investment Manager AJ Kyle and Executive Director Roy Leckie delve into three critical areas.
31 minute listen