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.
Invisible cogs that make the world go round. Investment Manager Lindsay Scott explores the unsung heroes of the modern economy.
5 minute read
Executive Director Roy Leckie takes a look at what might lie ahead for equity markets, and remains bullish on the long-term outlook for the world’s leading companies.
10 minute read
Charlie Macquaker reflects on 34 years at Walter Scott, sharing insights from his early days to recent research trips in China and Sweden, and discusses the enduring principles that underpin the firm’s investment approach.
26 minute listen
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