Insights

As governments and companies strive to de-risk critical supply chains, Tom Miedema asks what this means for the global technology industry, both financially and in terms of efficiency.

AI was the recurring theme throughout a wide-ranging discussion with Investment Managers Des Armstrong and Alan Edington. We also debated the ongoing concentration of US markets, Japan’s impressive start to the year as well as trips to Denmark and LA to meet with healthcare, entertainment and medtech businesses.

In this extract from our February monthly commentary, we discuss how the consequences of the decades-long expansion of the global debt mountain may yet attract greater investor attention, as well as the importance of a focus on financial strength at the end of an era of ultra-cheap money.

Novo Nordisk and Eli Lilly’s ground-breaking anti-obesity drugs look set to be transformational for millions of individuals worldwide so what about the likely consequences for other companies in healthcare and beyond?

Connecting airlines, travel agencies and hotels, Amadeus IT is a key enabler of the global travel and tourism industry, one of today’s most compelling long-term growth stories.

In our second Digging Deeper conversation, Investment Manager Paul Loudon shares his thoughts on Wolters Kluwer; a company that has navigated profound changes in the publishing market, moving from print to digital and now harnessing the power of generative AI.