Explore the research and ideas shaping our investment decisions in the Research Journal.

In this edition we explore:

  • The ever-increasing role of technology in healthcare.
  • The growing importance of industrial gases.
  • Five Ferraris that shaped automotive history.
  • How semiconductor manufacturers are tackling the challenge of smaller chips consuming more water.
  • You can also read about a research trip to Switzerland, and review the early steps, or perhaps more aptly strides, of Adidas CEO Bjørn Gulden.

This year’s Journal looks different. It has more colour, more character and more columns. But the Journal’s ambition remains the same: to share the ideas shaping our thinking and informing the companies we invest in on behalf of our clients.

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