Insights

Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.

“It’s the consumer, stupid”

Is the mighty US consumer finally feeling the pinch? Amidst signs of a slowdown in spending, investment manager Ashley-Jane Kyle takes a look at how some consumer-facing companies are faring.

7 minute read

Borderlands: On the Road in Mexico (and Texas)

Mexico stands to be one of the chief beneficiaries of the geopolitical shifts reshaping global trade. With the country in the midst of a nearshoring boom, investment manager Tom Miedema spent a week there to find out more.

10 minute read

Digging Deeper – Understanding Keyence

Since its founding in 1974, Japanese firm Keyence has steadily grown and innovated to become a world leader in factory automation. In our latest Digging Deeper video, we delve into the company’s unique business model and its long runway for continued growth.

15 minute watch

The AI Voyage of Discovery

The promise of artificial intelligence is now becoming a reality. Investment manager Tom Miedema highlights how leading companies are exploring, embracing, and harnessing the opportunities afforded by this evolving technology.

11 minute read
Decoration

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