Insights

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.

At our Research Conference we considered some of the most important trends, threats and opportunities that companies, and investors, around the world will face over the decades to come. This synopsis of edited transcripts and summaries distills those sessions.

Professor Adam Tooze, a highly regarded academic, commentator and author on both sides of the Atlantic shares his thoughts on the challenges we face today, their significance when judged over history, and where there might be grounds for optimism.

In our latest podcast, investment managers Des Armstrong and Tom Miedema discuss their recent research trip to China and Taiwan. With ongoing headlines around geopolitical tensions and the end of China’s strict zero-Covid policy, it was a particularly timely visit.

The complexity of the global energy transition is a significant long-term challenge for investors. At Walter Scott’s recent Research Conference, two guest speakers took a closer look at the reality of the transition and some of the many associated risks and opportunities.

Executive Director Roy Leckie discusses some of the current trends in markets, and highlights the need to focus on strong company fundamentals in what remains a testing backdrop.