Insights

Corporate debt is at record levels, fuelled by years of low borrowing costs and liquid markets. But there are fears that the market may be heading for a fall.

Investment Managers Alan Lander and Des Armstrong travelled to Vietnam and Bangladesh to revisit apparel and footwear factories in South-East Asia.

As we enter the 2020s, it seems pertinent to look back at the first decades of this millennium. Markets may have changed over that time but our investment process has not.

Few issues energise environmental campaigners more than fracking. Investment Manager Des Armstrong recently visited Texas to see how one producer is working to improve its operations environmentally.

The urgent need to address climate change tends to inspire fear, even panic. Dr Gabrielle Walker, a recognised expert on the topic, argues that a more positive approach is required.

Walter Scott’s Non-Executive Director Alex Hammond-Chambers has worked in the investment industry since the 1960s. He shares some of the insights he has acquired during more than half a century of asset management in both the UK and the US.