Insights

Energy economist and historian, Peter Tertzakian summarises his thoughts on investing in energy today. The outlook is undoubtedly uncertain but sharing lessons from history and appreciation of the risks, Peter shared his optimism around the change to come, and the investment opportunities.

“Artificial intelligence” and talk of its ground-breaking capabilities have been around for decades. Almost every company talks the talk around generative AI. But which are the companies making genuine advancements with the technology and how is it going to be transformational for their business?

Corporate Japan has long lagged its developed world peers in IT investment. That’s set to change as the country looks to overcome its demographic challenges and boost productivity. For OBIC, this shift in corporate mindset should prove a powerful long-term growth opportunity.

At our Research Conference we considered some of the most important trends, threats and opportunities that companies, and investors, around the world will face over the decades to come. This synopsis of edited transcripts and summaries distills those sessions.

Professor Adam Tooze, a highly regarded academic, commentator and author on both sides of the Atlantic shares his thoughts on the challenges we face today, their significance when judged over history, and where there might be grounds for optimism.

In our latest podcast, investment managers Des Armstrong and Tom Miedema discuss their recent research trip to China and Taiwan. With ongoing headlines around geopolitical tensions and the end of China’s strict zero-Covid policy, it was a particularly timely visit.