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Talking Research podcast Q1 2023


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.

Important Information
This podcast and transcript are provided for general information only and should not be construed as investment advice or a recommendation. This information does not represent and must not be construed as an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products. This podcast and document may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such an offer or solicitation is unlawful or not authorised.

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.

Katie Boyce
Investment Writer
Matthew Gerlach
Investment Manager
Tom Miedema
Investment Manager


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