Talking Research

For investment professionals onlyIn a wide-ranging discussion, Investment Managers Des Armstrong and Alan Edington debate the ongoing concentration of US markets, Japan’s impressive start to the year as well as trips to Denmark and LA to meet with, amongst others, healthcare, entertainment and medtech businesses. AI was the recurring theme throughout the discussion albeit there are question marks around how and, crucially, when this technology reaches meaningful scale.The podcast is intended ...

For investment professionals onlyIn our latest quarterly podcast, Walter Scott's Directors Charlie Macquaker and Roy Leckie discuss the remarkable performance of equity markets in 2023. They also reflect on some of the year’s research trips, including Charlie’s recent visit to Japan, and ask if the outperformance of the Magnificent Seven has been justified by fundamentals, and if it can continue.The podcast is intended for investment professionals only and should not be construed as investmen...

For investment professionals onlyIn our latest podcast, we hear from Walter Scott's Head of Research and Investment Manager Alan Lander, Investment Manager Fraser Fox and Investment Analyst Michael Scott, who’ve all recently returned from Asia. During discussions with companies across mainland China, Hong Kong, Indonesia, Malaysia and Singapore, they garnered plenty of valuable first-hand insights including on the reorganisation of global supply chains. Undoubtedly, China Plus One is a lot mo...

For investment professionals onlyIn Walter Scott's latest quarterly podcast, Investment Manager Paul Loudon considers current goings-on in China and why, in his view, the picture there is not all doom and gloom. He also shares insights from recent debates and the team’s latest travels before fellow Investment Manager Lindsay Scott joins him to talk about the ground-breaking, hugely topical and often controversial obesity drugs that have been developed by Novo Nordisk and Eli Lilly.The podcast...

For investment professionals onlyIn this episode, Walter Scott Investment Managers Des Armstrong and Tom Miedema discuss their recent research trip to China and Taiwan. With ongoing headlines around geopolitical tensions and the end of China’s strict zero-Covid policy, it was a particularly timely visit.The podcast is intended for investment professionals only and should not be construed as investment advice or a recommendation. Any stock examples discussed are given in the context of the the...

For investment professionals onlyWith reporting season underway, Walter Scott's 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 c...

For investment professionals only2023 has been a busy year so far, with members of Walter Scott's Research team travelling far and wide – to India, Germany, Spain and the US. Here, Investment Managers Tom Miedema and 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-...