Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
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
Our reflections on a two-week research trip to Japan that took in more than thirty company meetings across three cities.
4 minute watch
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
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
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
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.
