Discover what's happening in the US market beyond the spotlight of the Magnificent 7. These big tech companies may dominate their respective industries, but the US market is not entirely devoid of opportunities for new entrants. The key lies in understanding that not all growth is created equal. Success is not just about entering the market, but about continuously evolving to meet the changing needs of consumers.

Why and how do some companies keep getting better with age? European Equity Analysts/Portfolio Managers James Hanford and Alistair Wittet delve into Novo Nordisk and L’Orèal – each over a century – to see what can be gleaned from their lengthy histories. They also touch on the predictive power of Lindy’s Law and advances in artificial intelligence that can help investors gauge a company’s potential longevity.

Salmon farmers are facing a tough upstream battle to create businesses that align with ESG principles. ESG Analyst and Portfolio Manager Petra Daroczi details some of the pros and cons of salmon fishing with a focus on one of our portfolio companies: Bakkafrost.

An unprecedented period for the US economy has forced companies to optimise their processes, providing ample opportunities for ‘problem solving’ service providers.