Insights

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

Looking Forward

After a strong start to the year, markets have lost some of their sheen. In this article Executive Director Roy Leckie highlights some of the trends that might influence the equity landscape in the coming months.

Talking Research Podcast Q1 2024

AI was the recurring theme throughout a wide-ranging discussion with Investment Managers Des Armstrong and Alan Edington. We also debated the ongoing concentration of US markets, Japan’s impressive start to the year as well as trips to Denmark and LA to meet with healthcare, entertainment and medtech businesses.

23 minute listen

Neither a borrower nor a lender be

In this extract from our February monthly commentary, we discuss how the consequences of the decades-long expansion of the global debt mountain may yet attract greater investor attention, as well as the importance of a focus on financial strength at the end of an era of ultra-cheap money.

9 minute read

Weighing up the effect of weight-loss drugs

Novo Nordisk and Eli Lilly’s ground-breaking anti-obesity drugs look set to be transformational for millions of individuals worldwide so what about the likely consequences for other companies in healthcare and beyond?

13 minute read

Amadeus IT

Connecting airlines, travel agencies and hotels, Amadeus IT is a key enabler of the global travel and tourism industry, one of today’s most compelling long-term growth stories.

7 minute read

Digging Deeper – Understanding Wolters Kluwer

In our second Digging Deeper conversation, Investment Manager Paul Loudon shares his thoughts on Wolters Kluwer; a company that has navigated profound changes in the publishing market, moving from print to digital and now harnessing the power of generative AI.

19 minute watch
Decoration

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