Insights

As the world’s leading CDMO, Lonza sits at the nexus of two of the most powerful long-term growth trends in modern health care: the growth of outsourced drug manufacturing and the rise of biologics.

Just over one year on, we look at how global companies have navigated the challenges of the Ukraine war.

From cancer therapy to pineapple leather alternatives, synthetic biology is evolving at an extraordinary pace. In this podcast, investment manager Tom Miedema previews findings from his upcoming white paper on the topic.

Iconic, ultra-exclusive, and steeped in history, Ferrari inspires an affinity bordering on devotion. Investment manager Alan Lander looks at what sets the Prancing Horse apart from rivals.

How did Costco become the third largest retailer in the US without spending a dollar on advertising? Investment manager Matthew Gerlach looks at the secrets behind an enduring success story. 

Microsoft’s announcement of an AI-powered search engine and browser has raised questions for Google and its dominance of search. Despite these developments, we believe Google is more than well-equipped to fend off Microsoft’s challenge.