Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Our research approach is multifaceted. It includes desk-based research, qualitative and quantitative analysis. Discussion and debate amongst the Research team is another critical element. So too is engaging with companies and other experts to inform our understanding and challenge our assumptions.
6 minute read
The semiconductor chip is a vital component of our everyday lives. Investment managers Tom Miedema and Matthew Gerlach spent eleven days in the US examining some of the developments in the industry from a US perspective.
12 minute read
“How many Fortune 500 companies are there where every CEO in its history has at one point or another stood behind a counter and been yelled at by a customer?” A quote which sums up O’Reilly Automotive’s pride in its culture and ‘promote from within’ philosophy.
6 minute read
As the world’s leading CDMO, Lonza sits at the nexus of two of the most powerful long-term growth trends in modern health care: the growth of outsourced drug manufacturing and the rise of biologics.
7 minute read
Just over one year on, we look at how global companies have navigated the challenges of the Ukraine war.
10 minute read
From cancer therapy to pineapple leather alternatives, synthetic biology is evolving at an extraordinary pace. In this podcast, investment manager Tom Miedema previews findings from his upcoming white paper on the topic.
18 minute listen