Japan has a rich heritage in robotics, consumer electronics and the automotive industry. But where are the next growth opportunities? Investment Manager Lucia Gibbard went to Japan to find out.
When making judgements about the future we often revisit our research records. It is important to consider how a company has fared through past challenges and market cycles. Looking back is also of...
We are becoming accustomed to daily moves in share prices, prompted by short-term news with varying degrees of credibility. Such developments shouldn’t cloud our view on a company’s long-term prosp...
Tempests or fair winds? Roy Leckie, Executive Director, looks at some of the trends and developments that might shape the equity environment in the months ahead.
ASML’s most recent results sparked volatility across the tech sector. Were investors right to be worried? Investment manager Tom Miedema visited the “the most important tech company you’ve never h...
Is the company AGM “a frivolous waste of time” as Jamie Dimon claims? From Brooklyn to Milan, Alan Edington considers the increasingly heated debate around shareholder rights.
For businesses and investors with a global perspective, the immense size of India’s economy, combined with its impressive rate of economic growth, makes it critical to understand. Investment analys...
China’s days of turbocharged growth may be a thing of the past, but the country’s economic evolution has put it in the vanguard of some powerful long-term growth trends. A research trip to two of C...
From robots in operating theatres to heart valve replacements, there have been many remarkable innovations in medical technology. However, such success does not come without challenges. Des Armstro...
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