Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
This podcast features several Research team members who’ve recently returned from trips to Asia. During discussions with companies across mainland China, Hong Kong, Indonesia, Malaysia and Singapore, they garnered plenty of valuable first-hand insights, suggesting that China Plus One is a lot more complicated than such a simplistic phrase would suggest.
25 minute listen
In late September investment managers, Lindsay Scott and Jamie Zegleman travelled to Italy to meet with companies across healthcare, industrial, technology and luxury sectors. So often dismissed, economically and financially, this trip was a valuable reminder of a different view, one of corporate success and innovation.
14 minute read
Ten years on from the turmoil of the taper tantrum, Indonesia is enjoying a period of sustained growth and stability. Fraser Fox and Michael Scott travelled to the country to dig a little deeper into this Asian success story.
6 minute read
Hong Kong has endured a turbulent few years, prompting some commentators to suggest the Fragrant Harbour is in long-term decline. During his recent research trip to the city, however, investment manager Alan Lander heard a very different story.
6 minute read
Executive Director Roy Leckie shares his thoughts on recent market developments and highlights the enduring importance of company fundamentals.
1 minute read