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.