Monthly Insight

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Battle of the Brands

Our analysts Katerina, Zhixin and Giles have put together in our insight this month their thoughts on the opportunities and challenges for consumer stocks, highlighting the inherent quality these companies have and the value opportunity they represent. Read more »

Industry 4.0 The Transformation of the Modern Factory

In our insight this month Katerina Kosmopoulou discusses the transformation of industrial production driven by the advances in digital technology. The catchword for this is the Fourth Industrial Revolution or Industry 4.0. We are indeed only just at the beginning of this transformation, which will have significant impacts on the global economy and on the companies we invest in. Our insight outlines the issues, risks and opportunities we see. Read more »

Value Based Healthcare - The Journey Has Begun

Value-based healthcare, rewarding the healthcare industry for outcomes not products or services, will have an increasing impact on all of us as we have to face up to the increasing challenge of delivering cost-effective healthcare and as improvements in research and technology allow us to deliver more preventative, more targeted and more effective treatments. Zhixin Shu’s insight discusses value-based healthcare and the opportunities it could represent. Read more »

India An Emerging Market for the Long-term

September’s insight provides a brief discussion of India and the opportunities we see for several of our investments. We take the view that investing in global companies which have strong businesses in emerging markets like India is a great way to benefit from the potential for progress, prosperity and value generation they offer for the next five, ten and 25 years. Our insight presents an overview of several of our positions that have strong businesses in India and how they are looking to generate value. Read more »

eSports Let The Games Begin

The rapid ascent of eSports, competitive video gaming to the uninitiated, has seemed implausible. But recent developments in the industry and the current news flow around the nascent sector, suggest that our early convictions about its potential for professionalization and value creation are correct. In this month’s insight Giles Tulloch examines the incipient eSports industry, Activision Blizzard – one of its leading participants, and the opportunities it presents for our portfolios. Read more »