Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Travelling around the world to meet companies is an intrinsic part of the Research team’s job. After the hiatus of the pandemic, it has very much been business as usual so far this year, with ten different trips taking place in the first quarter, including to India, Germany, Spain and the US.
18 minute listen
The ground-breaking technology of synthetic biology is set to transform large swathes of the global economy, creating opportunities as well as risks across multiple sectors and industries. As this scientific revolution gathers momentum, many companies will be disrupted, whilst others will thrive.
Our research approach is multifaceted. It includes desk-based research, qualitative and quantitative analysis. Discussion and debate amongst the Research team is another critical element. So too is engaging with companies and other experts to inform our understanding and challenge our assumptions.
6 minute read
The semiconductor chip is a vital component of our everyday lives. Investment managers Tom Miedema and Matthew Gerlach spent eleven days in the US examining some of the developments in the industry from a US perspective.
12 minute read
“How many Fortune 500 companies are there where every CEO in its history has at one point or another stood behind a counter and been yelled at by a customer?” A quote which sums up O’Reilly Automotive’s pride in its culture and ‘promote from within’ philosophy.
6 minute read
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.
7 minute read