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

On the Road – Tech Tantrums

Investment managers Tom Miedema and Alistair Ceurvorst travelled to Belgium to attend one of the technology sector’s major conferences. They came back reassured by some of the trends that are continuing to create great growth opportunities for many leading technology companies.

4 minute watch

The Research Journal 13

Now in its 13th edition, the ambition behind our Journal remains unchanged. Through exploring some of the themes at the forefront of the Research team’s agenda we hope to share the thinking of a range of experts alongside our own views and in doing so show how we address these subjects in the context of our long-term investment approach.

Alleviating the Payroll Headache

Paying staff has always been an administrative challenge. Unfortunately for many employers, it’s a problem that is only getting worse as changing employee expectations and ever more red tape increase the burden still further. Little wonder that companies are increasingly looking externally for a solution to their payroll headache. Paying staff is complicated. Calculating pay …

3 minute watch

Green Hydrogen – Taking Another Look

Hydrogen has been tipped to play an important role in the global transition to renewable energy. Investment Manager Ashley-Jane Kyle takes another look at hydrogen and assesses recent developments from the perspective of two companies in the industry.

10 minute read


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