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.
Can China wean itself off overseas technology and become self-sufficient in semiconductors? Tom Miedema and Michael Scott visited the country to find out more.
9 minute read
Stablecoins are now bypassing banks and AI agents are making purchases. These are just some of the technologies that are reshaping payments, cross border flows, and everyday commerce.
23 minute listen
Uncertainty over tariffs and their economic consequences abounds, 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