Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
India is projected to be the world’s fastest growing economy this year and next. Investment manager Alan Lander and investment analyst Connor Graham recently spent two weeks in the country, speaking to management teams and taking the pulse of Asia’s “other superpower”.
Travelling around the world to meet companies is an intrinsic part of the Research team’s job. After the hiatus of the pandemic, it has very much been business as usual so far this year, with ten different trips taking place in the first quarter, including to India, Germany, Spain and the US.
18 minute listen
The ground-breaking technology of synthetic biology is set to transform large swathes of the global economy, creating opportunities as well as risks across multiple sectors and industries. As this scientific revolution gathers momentum, many companies will be disrupted, whilst others will thrive.
Our research approach is multifaceted. It includes desk-based research, qualitative and quantitative analysis. Discussion and debate amongst the Research team is another critical element. So too is engaging with companies and other experts to inform our understanding and challenge our assumptions.
6 minute read
The semiconductor chip is a vital component of our everyday lives. Investment managers Tom Miedema and Matthew Gerlach spent eleven days in the US examining some of the developments in the industry from a US perspective.
12 minute read