Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
When making judgements about the future we often revisit our research records. It is important to consider how a company has fared through past challenges and market cycles. Looking back is also often a reminder of remarkable growth and transformation. This extract from a note written in 1989 about Microsoft is one such reminder.
Tempests or fair winds? Roy Leckie, Executive Director, looks at some of the trends and developments that might shape the equity environment in the months ahead.
9 minute read
We are becoming accustomed to daily moves in share prices, prompted by short-term news with varying degrees of credibility. Such developments shouldn’t cloud our view on a company’s long-term prospects. Novo Nordisk and Roche have recently been the subject of market concern. We place those worries in the context of our long-term analysis and judgement.
8 minute read
ASML’s most recent results sparked volatility across the tech sector. Were investors right to be worried? Investment manager Tom Miedema visited the “the most important tech company you’ve never heard of” to find out more.
7 minute read
Is the company AGM “a frivolous waste of time” as Jamie Dimon claims? From Brooklyn to Milan, Alan Edington considers the increasingly heated debate around shareholder rights.
8 minute read
For businesses and investors with a global perspective, the immense size of India’s economy, combined with its impressive rate of economic growth, makes it critical to understand. Investment analyst Connor Graham discusses his recent trip to the country where he met with numerous companies across different sectors.
22 minute listen