Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
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
Stablecoins are growing in popularity, but Jamie Zegleman thinks they are unlikely to dislodge the global payments duopoly of Visa and Mastercard.
7 minute read
As Europe boosts defence spending in response to rising geopolitical tensions, the technological transformation of warfare is changing how that money is spent. More cybersecurity and sensors, fewer bombs and bullets.
6 minute read
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