Insights

In this podcast, directors Charlie Macquaker and Roy Leckie discuss the remarkable performance of equity markets in 2023. They also reflect on some of the year’s research trips and ask if the outperformance of the Magnificent Seven has been justified by fundamentals, and if it can continue.

After a period of extraordinary growth, the luxury sector is showing signs of slowing. An inevitable normalisation or evidence of something more fundamental? Lindsay Scott considers the long-term outlook for the industry and some of its most illustrious exponents.

This podcast features several Research team members who’ve recently returned from trips to Asia. During discussions with companies across mainland China, Hong Kong, Indonesia, Malaysia and Singapore, they garnered plenty of valuable first-hand insights, suggesting that China Plus One is a lot more complicated than such a simplistic phrase would suggest.

In late September investment managers, Lindsay Scott and Jamie Zegleman travelled to Italy to meet with companies across healthcare, industrial, technology and luxury sectors. So often dismissed, economically and financially, this trip was a valuable reminder of a different view, one of corporate success and innovation.

Ten years on from the turmoil of the taper tantrum, Indonesia is enjoying a period of sustained growth and stability. Fraser Fox and Michael Scott travelled to the country to dig a little deeper into this Asian success story.

Hong Kong has endured a turbulent few years, prompting some commentators to suggest the Fragrant Harbour is in long-term decline. During his recent research trip to the city, however, investment manager Alan Lander heard a very different story.