Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Inditex, the parent company of Zara, has revolutionised the retail industry with its focus on agility, innovation, and supply chains. Our Head of Research, Alan Lander, discusses the key factors that set Inditex apart, from cutting-edge design to family ownership.
22 minute watch
Mexico stands to be one of the chief beneficiaries of the geopolitical shifts reshaping global trade. With the country in the midst of a nearshoring boom, investment manager Tom Miedema spent a week there to find out more.
10 minute read
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