Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
The tariff turmoil has shaken markets, as investors ponder the potentially profound changes to the economic landscape. Roy Leckie, Executive Director, discusses some of the challenges ahead in these uncertain times, but remains confident that the world’s leading companies can navigate their way through the current maelstrom.
9 minute read
M&A gets a bad rap. But the right deal, by the right company, can deliver meaningful growth. Investment Manager, Alan Edington highlights a number of companies that make the case for M&A.
9 minute read
We believe investors should have exposure to both the US and international equity markets at all times. By complementing US exposure with holdings in leading international companies, investors can upgrade the quality of their portfolio and achieve greater diversification.
4 minute read
South Korea’s rich ecosystem of cutting-edge companies offers opportunities for investors. Investment manager Connor Graham reflects on some of the standout meetings from his recent week-long trip to the country.
9 minute read
The recent AI-driven surge has resulted in market concentration levels not seen for decades. Whilst not commonplace, these episodes do occur. But what happens next? As the data shows, these eras of market concentration rarely last.
3 minute read
Japan has a rich heritage in robotics, consumer electronics and the automotive industry. But where are the next growth opportunities? Investment Manager Lucia Gibbard went to Japan to find out.
23 minute listen