Insights

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

The golden age

Tempests or fair winds? Roy Leckie, Executive Director, looks at some of the trends and developments that might shape the equity environment in the months ahead.

9 minute read

Short-Term News: Long-Term Thinking

We are becoming accustomed to daily moves in share prices, prompted by short-term news with varying degrees of credibility. Such developments shouldn’t cloud our view on a company’s long-term prospects. Novo Nordisk and Roche have recently been the subject of market concern. We place those worries in the context of our long-term analysis and judgement.

8 minute read

ASML – The Future is AI

ASML’s most recent results sparked volatility across the tech sector. Were investors right to be worried? Investment manager Tom Miedema visited the “the most important tech company you’ve never heard of” to find out more.

7 minute read

What next for shareholder rights?

Is the company AGM “a frivolous waste of time” as Jamie Dimon claims? From Brooklyn to Milan, Alan Edington considers the increasingly heated debate around shareholder rights.

8 minute read
Decoration

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