Insights

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

Confounding the Critics: On the Road in Italy

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

Not Fragile After all These Years: On the Road in Indonesia

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

Hold the Obituary: On the Road in Hong Kong

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
Decoration

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