Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
As long-term investors, the technologies that will change all our lives, in some instances profoundly, over the coming decades must be incorporated into our investment thinking today. Dr Hannah Fry sat down with us to answer a few of our questions.
4 minute watch
In this podcast, investment managers Alan Lander and Lindsay Scott discuss what has been a busy second quarter, with a particular focus on the consumer discretionary sector and, as LVMH becomes the continent’s first $500 billion company, the extraordinary success of Europe’s luxury businesses.
18 minute listen
Professor Paul Marsh has been a constant at Walter Scott’s Research Conferences. Once again, he made a compelling case for long-term equity investment and for careful stock selection, a case based on analysis of global equity market returns from 1900 to the present day.
2 minute watch
In the age of next-day delivery, the demands on freight carriers have never been higher. Thanks to a nine-decade focus on operational excellence, however, Old Dominion Freight Line is one step ahead of the competition.
6 minute read
Against the backdrop of continuing rising interest rates, banking turmoil that risked contagion and ongoing geopolitical wrangling with China, our trip to the US in late March was certainly a timely one.
8 minute read
Former Prime Minister of Italy, Matteo Renzi joined us at our recent Research Conference in Edinburgh to share his thoughts on the outlook for Europe. Stressing the need for long-term thinking, he shared reasons for optimism, a view perhaps best summarised in his words, “I am more worried about natural stupidity than artificial intelligence”.
4 minute watch