Talking Research - Walter Scott
We are Walter Scott. We were established in 1983 to manage bespoke equity portfolios for institutional clients around the world. We undertake in-depth research to find growth companies that have the ability to consistently compound wealth over the long term.
Our team analyses and debates every investment idea with discipline and rigour. We believe that a team approach ensures better investment decisions.
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Our podcast episodes are intended for institutional investors and consultants only.
Talking Research - Walter Scott
Japan's Under-The-Radar Innovators
Japan has a rich heritage in robotics, consumer electronics and the automotive industry. But where are the next growth opportunities? Investment Manager Lucia Gibbard went to Japan to find out.
- In the foothills of Mount Fuji, robots make robots in total darkness 24/7
- Companies are investing heavily in digital transformation to enhance efficiency
- As the global supply chain diversifies away from China, Japan's semiconductor industry looks set to benefit
Resources:
- ASML - The Future is AI (article)
ASML’s most recent results sparked volatility across the tech sector. Were investors right to be worried? Investment manager Tom Miedema visited the “the most important tech company you’ve never heard of” to find out more. - Talking Research Q2 2024 (podcast)
AI-driven technologies such as ChatGPT are being adopted at breakneck speeds. Because of this, companies are scrambling to keep up – they need smarter software, stronger networks and better computers. This has created huge opportunities for pioneering firms such as TSMC, ASML and Nvidia. Investment managers Tom Miedema and Jamie Zegleman explore whether these innovative companies will maintain their competitive edge.
The podcast is intended for investment professionals only and should not be construed as investment advice or a recommendation. Any stock examples discussed are given in the context of the theme being explored, and the views expressed are those of the presenters at the time of the recording.
