Insights

Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.

How Adidas got its mojo back

Bjørn Gulden has transformed the fortunes of Adidas since taking the helm in 2023. But can the iconic Three Stripes maintain its impressive momentum in a world of tariffs?

10 minute read

Talking Research: Navigating Trump’s Tariffs

Curious about how Walter Scott is charting a course through volatile stock markets? In this podcast, Investment Manager AJ Kyle and Executive Director Roy Leckie delve into three critical areas.

31 minute listen

Five investment lessons

Executive Director Roy Leckie reflects on key lessons he has learned throughout a career shaped by an enduring investment philosophy, global travel, and disciplined investing.

5 minute read

Talking Research: Fastenal’s frugal formula

How did one man’s prudent attitude in 1967 spark a $44bn business empire? Dr Oriana Beaumont visited Fastenal to understand how it is still driven by its founder’s focus on cost control.

18 minute listen

Tariff tempests

The tariff turmoil has shaken markets, as investors ponder the potentially profound changes to the economic landscape. Roy Leckie, Executive Director, discusses some of the challenges ahead in these uncertain times, but remains confident that the world’s leading companies can navigate their way through the current maelstrom.

9 minute read