Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
China’s days of turbocharged growth may be a thing of the past, but the country’s economic evolution has put it in the vanguard of some powerful long-term growth trends. A research trip to two of China’s fastest growing cities revealed more.
11 minute read
From robots in operating theatres to heart valve replacements, there have been many remarkable innovations in medical technology. However, such success does not come without challenges. Des Armstrong recently travelled to the US to investigate the current industry dynamics and, crucially, the companies that can and will continue to thrive.
9 minute read
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