Insights

The complexity of the global energy transition is a significant long-term challenge for investors. At Walter Scott’s recent Research Conference, two guest speakers took a closer look at the reality of the transition and some of the many associated risks and opportunities.

Executive Director Roy Leckie discusses some of the current trends in markets, and highlights the need to focus on strong company fundamentals in what remains a testing backdrop.

Tech philosopher, Mo Gawdat uses his many years in Silicon Valley, including time as Chief Business Officer at the then nascent Google X, to inform his work making the case for technology as something that can enhance our lives. He doesn’t deny the challenges and threats but espouses a view that technology can be a force for good.

As long-term investors, the technologies that will change all our lives, in some instances profoundly, over the coming decades must be incorporated into our investment thinking today. Dr Hannah Fry sat down with us to answer a few of our questions.

In this podcast, investment managers Alan Lander and Lindsay Scott discuss what has been a busy second quarter, with a particular focus on the consumer discretionary sector and, as LVMH becomes the continent’s first $500 billion company, the extraordinary success of Europe’s luxury businesses.

Professor Paul Marsh has been a constant at Walter Scott’s Research Conferences. Once again, he made a compelling case for long-term equity investment and for careful stock selection, a case based on analysis of global equity market returns from 1900 to the present day.