TSMC tackles water demands of tiny chips
There are trillions of semiconductors driving almost all electronic goods; without them, the modern world simply wouldn’t work. Investment Manager Tom Miedema investigates the ubiquitous chip.
5 minute readInsights
Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Powering the Future
Explore how electrification is reshaping infrastructure, powering data centres, and driving innovation. AJ Kyle considers the companies enabling smarter, more resilient energy systems for a connected future.
6 minute readInside China’s chip Challenge: On the Road in China
Can China wean itself off overseas technology and become self-sufficient in semiconductors? Tom Miedema and Michael Scott visited the country to find out more.
9 minute readTalking Research: Future of payments
Stablecoins are now bypassing banks and AI agents are making purchases. These are just some of the technologies that are reshaping payments, cross border flows, and everyday commerce.
23 minute listenOptimism amidst market uncertainty
Uncertainty over tariffs and their economic consequences abounds, but innovation and enterprise never stop. Executive Director Roy Leckie takes a positive view on the long-term outlook for the world’s leading companies.
9 minute readHealthcare – Still a compelling long-term opportunity
Despite a convergence of headwinds, the healthcare sector offers diverse and exciting opportunities for investors. Lindsay Scott explores the powerful long-term trends that are unlocking new sources of earnings and profitability.
7 minute read