Downside protection – the other side of the return equation
Long-term investment returns are not just about capturing rising markets. Protecting value is the other, sometimes underappreciated, side of the return equation.
4 minute readOur Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Long-term investment returns are not just about capturing rising markets. Protecting value is the other, sometimes underappreciated, side of the return equation.
4 minute read
Innovative heart treatments, AI-powered surgical robots, and booming wearable tech are transforming patient care. But these advances come with high costs. Can a value-based model balance progress with affordability?
6 minute read
Six key materials – sand, salt, iron, copper, oil and lithium – have shaped our civilisation. Author Ed Conway tells Investment Manager Lucia Gibbard why physical commodities matter more than ever.
7 minute read
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
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
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