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For investment professionals only.
The Korean peninsula has seen conflict many times. However, with an ominous recent change in North Korean policy towards the South, Chad O’Carroll from Korea Risk Group argues that investors and observers need to pay close attention .
For investment professionals only.
Russia, China and various shadowy groups hostile to the West have pipelines, oil and gas platforms and subsea internet cables in their sights. Senior Chatham House Fellow Armida van Rij assesses the risks.
For investment professionals only.
Novo Nordisk and Eli Lilly’s ground-breaking anti-obesity drugs look set to be transformational for millions of individuals worldwide so what about the likely consequences for other companies in healthcare and beyond?
For investment professionals only.
As governments and companies strive to de-risk critical supply chains, Tom Miedema asks what this means for the global technology industry, both financially and in terms of efficiency.
For investment professionals only.
In the audio version of our lastest Research Journal we cover geopolitical risk from Europe to North Korea, the economics of the growing global debt burden, the mindboggling complexity of the semiconductor supply chain, and the implications of the rise and rise of anti-obesity drugs. There are also accounts from research trips to Japan and Spain and a more light-hearted look at podcasts and their, perhaps, surprising appeal.
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This channel features audio versions of Walter Scott publications.
We are Walter Scott. We were established in 1983 to manage bespoke equity portfolios for institutional clients around…