Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
In late 2022, Investment Manager Paul Loudon spent two days with Nestlé understanding its future growth plans as well as the more immediate steps being taken to maintain its leadership in still challenging economic conditions.
8 minute read
Shareholder proposals are a growing feature of proxy voting season. While in many ways we welcome this increased shareholder scrutiny, too often what appears a reasonable objective on paper fails to withstand closer inspection.
7 minute read
Investment managers Alex Torrens and Ashley-Jane Kyle spent nine days in the Nordics region, which has long proved a fertile hunting ground for our Research team.
11 minute read
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