Investment is not just a science, it is an art. Here we share our insights on a variety of topics including investing for the long term, healthcare, technology and the global economy.
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6 minutesJanuary 2024 Lessons from evolutionary biologyHow the study of gene fitness can help us spot ambitious growth companies with huge potential.
Read more5 minutesJanuary 2024 The AI paradigm shiftBeing open-minded to what rapid changes brought on by AI could mean for growth stocks.
Read more5 minutesJanuary 2024 Niches, anomalies, and things to comeHow can we spot large growth opportunities at the stage when others dismiss them as fads?
Read moreAugust 2023 Adapting to survive – and thriveUsing a fighter pilot’s business strategy can help a company orient itself amid change.
Read more15 MIN WatchMay 2023 China A Shares: in conversationInvestor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.
WatchOctober 2022 Rethinking where growth comes fromPartner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.
Read moreOctober 2022 Inflation: analysing resilienceFour ways to consider growth companies’ ability to deal with rising prices.
Read moreMay 2022 Emerging Markets: the possibilistUnderstanding the difference between pessimism and possibility in Emerging Markets.
Read moreNovember 2021 The health revolutionWhat do Grail, Verve and Denali have in common? The ability to turn biology into information science and put it to revolutionary use transforming our health and wellbeing.
Read moreOctober 2021 The rise of China’s Gen Z+The digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
Read moreOctober 2021 A shot in the armModerna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.
Read moreNovember 2021 Time travel investingEvaluating emerging market stocks by taking a mental leap into the future.
Read moreOctober 2021 India’s ‘missing’ female workersWomen dropping out of employment should weigh on investors’ minds.
Read moreSeptember 2021 Baillie Gifford US Discovery Fund: An American voyageBaillie Gifford launches a new fund seeking out America’s most entrepreneurial new companies.
Read moreAugust 2021 Hyper-connected NetworksWhat’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.
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