Insights

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

From pigs to cotton – the rise of the shareholder proposal

Shareholder proposals are a growing feature of proxy voting season. While in many ways we welcome this increased shareholder scrutiny, too often what appears a reasonable objective on paper fails to withstand closer inspection.

7 minute read

The Nordics – Return To the Unicorn Factory

Investment managers Alex Torrens and Ashley-Jane Kyle spent nine days in the Nordics region, which has long proved a fertile hunting ground for our Research team.

11 minute read

Making the Grid Smarter

The electrical grid system has been around for more than a century. Investment Analyst Michael Scott explores how the traditional model is having to adapt to new methods of electricity generation and the transition to net zero.

11 minute read

Euro-wobbles

Europe might have had a chequered economic history since the Global Financial Crisis, but for the Walter Scott Research team, it’s not all bad news and it remains home for many great companies that excel on the global stage.

4 minute read

Sustainability – evolution not revolution

With sustainability the focus of increasingly heated and polarised discourse, we thought it timely to revisit our approach to the subject. Not with a view to taking sides in this debate, but rather to reiterate the fundamentals of our approach and articulate its philosophical underpinnings. In other words, how we do sustainability and why.

11 minute read
Decoration

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