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.
Uncertainty over tariffs and their economic consequences abound, but innovation and enterprise never stop. Executive Director Roy Leckie takes a positive view on the long-term outlook for the world’s leading companies.
9 minute read
Despite a convergence of headwinds, the healthcare sector offers diverse and exciting opportunities for investors. Lindsay Scott explores the powerful long-term trends that are unlocking new sources of earnings and profitability.
7 minute read
Stablecoins are growing in popularity, but Jamie Zegleman thinks they are unlikely to dislodge the global payments duopoly of Visa and Mastercard.
7 minute read
As Europe boosts defence spending in response to rising geopolitical tensions, the technological transformation of warfare is changing how that money is spent. More cybersecurity and sensors, fewer bombs and bullets.
6 minute read