Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
The tariff turmoil has shaken markets, as investors ponder the potentially profound changes to the economic landscape. Roy Leckie, Executive Director, discusses some of the challenges ahead in these uncertain times, but remains confident that the world’s leading companies can navigate their way through the current maelstrom.
9 minute read
Curious about how Walter Scott is charting a course through volatile stock markets? In this podcast, Investment Manager AJ Kyle and Executive Director Roy Leckie delve into three critical areas.
31 minute listen
Executive Director Roy Leckie reflects on key lessons he has learned throughout a career shaped by an enduring investment philosophy, global travel, and disciplined investing.
5 minute read
How did one man’s prudent attitude in 1967 spark a $44bn business empire? Dr Oriana Beaumont visited Fastenal to understand how it is still driven by its founder’s focus on cost control.
18 minute listen
What does America’s new energy strategy mean for investors? Investment manager Des Armstrong was at the world’s premier energy conference in Houston, Texas to find out more.
9 minute read