Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
In late September investment managers, Lindsay Scott and Jamie Zegleman travelled to Italy to meet with companies across healthcare, industrial, technology and luxury sectors. So often dismissed, economically and financially, this trip was a valuable reminder of a different view, one of corporate success and innovation.
14 minute read
Ten years on from the turmoil of the taper tantrum, Indonesia is enjoying a period of sustained growth and stability. Fraser Fox and Michael Scott travelled to the country to dig a little deeper into this Asian success story.
6 minute read
Hong Kong has endured a turbulent few years, prompting some commentators to suggest the Fragrant Harbour is in long-term decline. During his recent research trip to the city, however, investment manager Alan Lander heard a very different story.
6 minute read
Executive Director Roy Leckie shares his thoughts on recent market developments and highlights the enduring importance of company fundamentals.
1 minute read
Many have declared that molecules are the new microchip. But what does that mean and can synthetic biology address issues from climate change to chronic disease and food scarcity? At our Research Conference, Andrew Hessel helped us understand the potential as well as the risks that might come from developments in this field.
6 minute read
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