Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Equity markets have continued their upward march in recent months, with some reaching new highs. Plain sailing, or choppier waters ahead? Whatever the case, Executive Director Roy Leckie remains resolutely positive on the long-term outlook for the world’s leading companies.
9 minute read
Greggs is a British institution. Its sausage roll has become part of our national culture. Despite marked inflation in input costs, a tough environment for the UK consumer and the pressures of what is a highly competitive sector, this bakery and convenience food chain has continued to grow.
6 minute read
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
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
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
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