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The Research Journal 15

The Journal

This year’s Journal looks different. It has more colour, more character and more columns. But the Journal’s ambition remains the same: to share the ideas shaping our thinking and informing the companies we invest in on behalf of our clients.

View and download the digital edition below. If you are an institutional investor or consultant, you can request a printed copy here.

In this edition we explore:

  • The ever-increasing role of technology in healthcare
  • The growing importance of industrial gases
  • Five Ferraris that shaped automotive history
  • How semiconductor manufacturers are tackling the challenge of smaller chips consuming more water

You can also read about a research trip to Switzerland, and review the early steps, or perhaps more aptly strides, of Adidas CEO Bjørn Gulden.

Further reading

How Adidas got its mojo back

Bjørn Gulden has transformed the fortunes of Adidas since taking the helm in 2023. But can the iconic Three Stripes maintain its impressive momentum in a world of tariffs?

10 minute read