Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
This year’s Journal looks different. It has more colour, more character and more columns. But the Journal’s ambition remains the same: to share the ideas shaping our thinking and informing the companies we invest in on behalf of our clients.
Stablecoins are growing in popularity, but Jamie Zegleman thinks they are unlikely to dislodge the global payments duopoly of Visa and Mastercard.
7 minute read
As Europe boosts defence spending in response to rising geopolitical tensions, the technological transformation of warfare is changing how that money is spent. More cybersecurity and sensors, less bombs and bullets.
6 minute read
Long-term investment returns are not just about capturing rising markets. Protecting value is the other, sometimes underappreciated, side of the return equation.
4 minute read
Innovative heart treatments, AI-powered surgical robots, and booming wearable tech are transforming patient care. But these advances come with high costs. Can a value-based model balance progress with affordability?
6 minute read