Talking Research: Why quality still matters
Key takeaways
- Market behaviour is being driven more by narratives than by underlying company fundamentals
- Quality growth companies are delivering resilient earnings, despite sometimes limited near‑term share price recognition
- Capturing the long-term AI opportunity requires more nuance than the binary ‘winner or loser’ framing that dominates today’s market
Listen on:
In this episode of Talking Research, Francis Sempill is joined by Roy Leckie and Alan Edington to discuss portfolio performance and whether investors risk overlooking many high‑quality businesses. They also explore how the team is navigating AI‑related volatility and explain why discipline and diversification remain essential to long‑term outcomes.
This episode marks the first time Talking Research has been filmed, giving the audience the option to watch as well as listen.
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Stock Examples
The information provided in this podcast and transcript relating to stock examples should not be considered a recommendation to buy or sell any particular security. Any examples discussed are given in the context of the theme being explored.
