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 readInsights
Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Talking Research Podcast Q1 2024
AI was the recurring theme throughout a wide-ranging discussion with Investment Managers Des Armstrong and Alan Edington. We also debated the ongoing concentration of US markets, Japan’s impressive start to the year as well as trips to Denmark and LA to meet with healthcare, entertainment and medtech businesses.
23 minute listenNeither a borrower nor a lender be
In this extract from our February monthly commentary, we discuss how the consequences of the decades-long expansion of the global debt mountain may yet attract greater investor attention, as well as the importance of a focus on financial strength at the end of an era of ultra-cheap money.
9 minute readWeighing 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 readAmadeus IT
Connecting airlines, travel agencies and hotels, Amadeus IT is a key enabler of the global travel and tourism industry, one of today’s most compelling long-term growth stories.
7 minute read