Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
In this extract from our February monthly commentary, we discuss how the consequences of the decades-long expansion of the global debt mountain may yet attract greater investor attention, as well as the importance of a focus on financial strength at the end of an era of ultra-cheap money.
9 minute read
Novo Nordisk and Eli Lilly’s ground-breaking anti-obesity drugs look set to be transformational for millions of individuals worldwide so what about the likely consequences for other companies in healthcare and beyond?
13 minute read
Connecting airlines, travel agencies and hotels, Amadeus IT is a key enabler of the global travel and tourism industry, one of today’s most compelling long-term growth stories.
7 minute read
In our second Digging Deeper conversation, Investment Manager Paul Loudon shares his thoughts on Wolters Kluwer; a company that has navigated profound changes in the publishing market, moving from print to digital and now harnessing the power of generative AI.
19 minute watch
From a shell and a blade of grass, to cutting-edge hearing implants. For more than four decades, Cochlear has been a pioneer in the treatment of hearing loss, a condition estimated to cost the global economy almost US$1 trillion every year.
6 minute read
Board independence is typically central to good governance. But sometimes, levels of independence may not align optically with acknowledged best practice for very good reasons. One such example is Costco, where we believe the current board of directors is an important ingredient in the company’s ‘secret sauce’.
8 minute read