Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Since its founding in 1974, Japanese firm Keyence has steadily grown and innovated to become a world leader in factory automation. In our latest Digging Deeper video, we delve into the company’s unique business model and its long runway for continued growth.
15 minute watch
The promise of artificial intelligence is now becoming a reality. Investment manager Tom Miedema highlights how leading companies are exploring, embracing, and harnessing the opportunities afforded by this evolving technology.
11 minute read
This year’s upward march in equity markets has not been without its wrinkles. Executive Director Roy Leckie highlights some of the events and developments that might influence markets over the coming months. But he also retains an optimistic view on the prospects for leading companies that can weather near-term challenges and seize long-term opportunities.
9 minute read
AI-driven technologies such as ChatGPT are being adopted at breakneck speeds. Companies are scrambling to keep up – needing smarter software, stronger networks and better computers. This has created huge opportunities for pioneering firms such as TSMC, ASML and Nvidia. Tom Miedema and Jamie Zegleman explore whether these innovative companies will maintain their competitive edge.
19 minute listen
Russia, China and various shadowy groups hostile to the West have pipelines, oil and gas platforms and subsea internet cables in their sights. Senior Chatham House Fellow Armida van Rij assesses the risks.
8 minute read
In the latest edition of our Research Journal we cover geopolitical risk from Europe to North Korea, the economics of the growing global debt burden, the mindboggling complexity of the semiconductor supply chain, and the implications of the rise and rise of anti-obesity drugs. Download this edition or listen to the audio version.
