2023 has been a busy year so far, with members of the Research team travelling far and wide – to India, Germany, Spain and the US. Here, Investment Managers Tom Miedema and Manager Matthew Gerlach discuss the findings from some of these trips, focusing particularly on their semiconductor industry visit to the US. Over two weeks, they met with businesses as well as policymakers to get an update on the industry’s long-term outlook, growth expectations and US-based supply chain capabilities.
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