Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Novo Nordisk has become a household name thanks to Wegovy and Ozempic. What are the risks that stem from that attention, and just how significant is the long-term opportunity? In the first of a series of Digging Deeper conversations, Investment Manager Lindsay Scott shares her thoughts on the obesity and diabetes markets.
22 minute watch
In April, LVMH became the first European company to surpass a market capitalisation of US$500 billion. But LVMH isn’t the only global leading company in France. In late May, members of our Research team headed to the country to meet some of those leaders and to take the temperature on the corporate mood.
8 minute read
In our latest quarterly podcast investment managers Paul Loudon and Lindsay Scott discuss the ground-breaking and often controversial obesity drugs that have been developed by Novo Nordisk and Eli Lilly. They also consider current goings-on in China and share insights from recent research debates.
19 minute listen
A little-know company in the Netherlands has emerged as a vital linchpin in the semiconductor industry.
6 minute read
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
“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