Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Robotic-assisted surgery has transformed the experience and outcome for millions of patients worldwide. Intuitive Surgical has been at the forefront of this technology for almost 30 years and, with the launch of its latest da Vinci 5 robot, looks set to maintain its leading-edge advantage.
8 minute read
With US equities enjoying a sustained period of dominance over their international peers, some investors have questioned the wisdom of looking beyond US shores, preferring instead to stick exclusively with the world’s dominant market. Whilst this approach is perhaps understandable, we think it risks leaving long-term opportunities on the table.
5 minute read
Universal Music Group (UMG) led the music industry in negotiating with streaming platforms to protect the value of its artists’ work and its own publishing catalogue. Now, in a stand-off with TikTok, it is again leading the industry in a fight against AI-generated noise. Paul Loudon considers these ongoing negotiations and the attributes that put UMG at the forefront of this exciting sector.
9 minute read
After a strong start to the year, markets have lost some of their sheen. In this article Executive Director Roy Leckie highlights some of the trends that might influence the equity landscape in the coming months.
As governments and companies strive to de-risk critical supply chains, Tom Miedema asks what this means for the global technology industry, both financially and in terms of efficiency.
10 minute read
AI was the recurring theme throughout a wide-ranging discussion with Investment Managers Des Armstrong and Alan Edington. We also debated the ongoing concentration of US markets, Japan’s impressive start to the year as well as trips to Denmark and LA to meet with healthcare, entertainment and medtech businesses.
23 minute listen