Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
South Korea’s rich ecosystem of cutting-edge companies offers opportunities for investors. Investment manager Connor Graham reflects on some of the standout meetings from his recent week-long trip to the country.
9 minute read
The recent AI-driven surge has resulted in market concentration levels not seen for decades. Whilst not commonplace, these episodes do occur. But what happens next? As the data shows, these eras of market concentration rarely last.
3 minute read
Japan has a rich heritage in robotics, consumer electronics and the automotive industry. But where are the next growth opportunities? Investment Manager Lucia Gibbard went to Japan to find out.
23 minute listen
When making judgements about the future we often revisit our research records. It is important to consider how a company has fared through past challenges and market cycles. Looking back is also often a reminder of remarkable growth and transformation. This extract from a note written in 1989 about Microsoft is one such reminder.
Tempests or fair winds? Roy Leckie, Executive Director, looks at some of the trends and developments that might shape the equity environment in the months ahead.
9 minute read
We are becoming accustomed to daily moves in share prices, prompted by short-term news with varying degrees of credibility. Such developments shouldn’t cloud our view on a company’s long-term prospects. Novo Nordisk and Roche have recently been the subject of market concern. We place those worries in the context of our long-term analysis and judgement.
8 minute read