Insights

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

Talking Research: Challenging Thinking on China

A visit to China highlights the perils of making generalisations about such a vast and complex country. Investment manager Paul Loudon reports back from the bright lights of Chengdu, Chongqing and Hong Kong whilst investment manager AJ Kyle provides an update on the team’s recent travels and investment insights.

19 minute listen

Japan – Focusing on Fundamentals

With the Japanese equity market showing considerable volatility of late, Executive Director Charlie Macquaker discusses how the Japan renaissance story has panned out, and stresses the need to focus on company fundamentals.

8 minute read

“It’s the consumer, stupid”

Is the mighty US consumer finally feeling the pinch? Amidst signs of a slowdown in spending, investment manager Ashley-Jane Kyle takes a look at how some consumer-facing companies are faring.

7 minute read

Digging Deeper – Understanding Inditex

Inditex, the parent company of Zara, has revolutionised the retail industry with its focus on agility, innovation, and supply chains. Our Head of Research, Alan Lander, discusses the key factors that set Inditex apart, from cutting-edge design to family ownership.

22 minute watch

Borderlands: On the Road in Mexico (and Texas)

Mexico stands to be one of the chief beneficiaries of the geopolitical shifts reshaping global trade. With the country in the midst of a nearshoring boom, investment manager Tom Miedema spent a week there to find out more.

10 minute read

Digging Deeper – Understanding Keyence

Since its founding in 1974, Japanese firm Keyence has steadily grown and innovated to become a world leader in factory automation. In our latest Digging Deeper video, we delve into the company’s unique business model and its long runway for continued growth.

15 minute watch
Decoration

KEEP UP TO DATE WITH OUR INVESTMENT INSIGHTS

Join our mailing list