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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February 2023 How to surf the waves of growthGood investing takes quick reactions as well as a long-term vision.
Read moreOctober 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 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 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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