Back to Insights

Talking Research Podcast Q2 2023


It has been a busy second quarter both for markets and Walter Scott. With reporting season underway, the Research team has been busy analysing, discussing, and debating the merits of numerous companies. It has also been a busy period for research trips – including the US, Italy, France, China, Taiwan, and a whisky distillery in the Scottish lowlands. In this podcast, investment managers Alan Lander and Lindsay Scott discuss these and other issues, including the consumer discretionary sector and, as LVMH becomes the continent’s first $500 billion company, the extraordinary success of Europe’s luxury businesses.

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
Alan Lander
Head of Research
Lindsay Scott
Investment Manager


Join our mailing list