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.
What do we look for when we are analysing a company? Alan Lander, Head of Research, takes you on a deep dive into the three key dynamics that underpin our investment approach.
20 minute read
Following a recent trip to Silicon Valley, Tom Miedema discusses the risks, opportunities – and hype – dominating today’s AI landscape.
22 minute listen
Fifteen years after it revolutionised treatment of a life-threatening heart condition, Edwards Lifesciences continues to innovate its way to growth.
5 minute read
Don’t underestimate China. Napoleon’s sleeping giant has awakened, and its influence is impossible to ignore.
7 minute read