Insights

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

ASML

A little-know company in the Netherlands has emerged as a vital linchpin in the semiconductor industry.

6 minute read

Navigating the transition

Energy economist and historian, Peter Tertzakian summarises his thoughts on investing in energy today. The outlook is undoubtedly uncertain but sharing lessons from history and appreciation of the risks, Peter shared his optimism around the change to come, and the investment opportunities.

5 minute watch

Generative AI: It’s Not All Hype

“Artificial intelligence” and talk of its ground-breaking capabilities have been around for decades. Almost every company talks the talk around generative AI. But which are the companies making genuine advancements with the technology and how is it going to be transformational for their business?

7 minute read

OBIC

Corporate Japan has long lagged its developed world peers in IT investment. That’s set to change as the country looks to overcome its demographic challenges and boost productivity. For OBIC, this shift in corporate mindset should prove a powerful long-term growth opportunity.

5 minute read
Decoration

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