Talking Research - Walter Scott
oleh Walter Scott & Partners
Episode terbaru
Digging Deeper: How Ferguson mastered the business of being there…
Digging Deeper: How Ferguson mastered the business of being there…
Tentang podcast ini
Our podcast episodes are intended solely for institutional investors, investment professionals, investment consultants and financial intermediaries only.
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.
Key to our success is the consistent implementation of our tried-and-tested investment philosophy by an experienced, motivated and collaborative team.
Find out more at https://www.walterscott.com/
Episode
20 episode terbaru dari 21
- Digging Deeper: How Ferguson mastered the business of being there when it matters · 21 mntDistribution is just about getting things from A to B, right? Think again. At scale, it’s a highly complex business, combining inventory management, technology, customer…
- Has medtech turned a corner? · 20 mntMedical technology continues to transform patient care, from minimally invasive heart procedures to robotic surgery. Yet despite this progress, the sector has faced a challenging…
- Why AI heralds the next Industrial Revolution · 40 mntBack in May 2026, we welcomed clients to Edinburgh for our Research Conference. Over three days, an exceptional cast of speakers shared insights, challenged assumptions and…
- Digging Deeper: How Lonza became the most important healthcare company you’ve never heard of · 44 mntLonza sits at the nexus of two of the most powerful long-term trends in global healthcare: outsourced drug production and the rise of biologic therapies. In this episode of…
- Why quality still matters · 27 mntThis podcast was recorded on 27 February 2026, prior to recent events in the Middle East. Markets are currently shaped by concentration and powerful narratives, with share prices…
- The AI gold rush: infrastructure, chips and the race to scale · 22 mntWhat does AI look like on the ground in California? Fresh from a week on the US West Coast, Investment Manager Tom Miedema shares what he heard in boardrooms and labs – from data…
- Lessons from a life in equity investing · 26 mntCharlie Macquaker reflects on 34 years at Walter Scott, sharing insights from his early days to recent research trips in China and Sweden, and discusses the enduring principles…
- Future of payments: stablecoins to AI agents · 23 mntStablecoins are now bypassing banks, AI agents are making purchases and global payments are accelerating rapidly. Jamie Zegleman discusses the technologies reshaping the payments…
- Navigating Trump's Tariffs · 32 mntCurious about how Walter Scott is charting a course through volatile stock markets? In this podcast, Investment Manager AJ Kyle and Executive Director Roy Leckie delve into three…
- On the Road: Fastenal's frugal formula · 18 mntHow did one man’s prudent attitude spark a multibillion-dollar business empire? On a recent trip to the US, investment analyst Dr Oriana Beaumont visited Fastenal to understand…
- Japan's Under-The-Radar Innovators · 23 mntJapan 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…
- India's enticing domestic growth story · 22 mntFor businesses and investors with a global perspective, the immense size of India’s economy, combined with its impressive rate of economic growth, makes it critical to…
- Talking Research: Challenging Thinking on China · 20 mntA visit to China highlights the perils of making generalisations about such a vast and complex country. Investment manager Paul Loudon reports back from the bright lights of…
- Talking Research Q2 2024 Update · 19 mntAI-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…
- Talking Research Q1 2024 Update · 23 mntFor investment professionals only In a wide-ranging discussion, Investment Managers Des Armstrong and Alan Edington debate the ongoing concentration of US markets, Japan’s…
- Talking Research Q4 2023 update · 16 mntFor investment professionals only In our latest quarterly podcast, Walter Scott's Directors Charlie Macquaker and Roy Leckie discuss the remarkable performance of equity markets…
- Talking Research: On the road in Asia · 25 mntFor investment professionals only In our latest podcast, we hear from Walter Scott's Head of Research and Investment Manager Alan Lander, Investment Manager Fraser Fox and…
- Talking Research Q3 2023 update · 20 mntFor investment professionals only In Walter Scott's latest quarterly podcast, Investment Manager Paul Loudon considers current goings-on in China and why, in his view, the…
- Talking Research: On the road in Taiwan and China · 22 mntFor investment professionals only In this episode, Walter Scott Investment Managers Des Armstrong and Tom Miedema discuss their recent research trip to China and Taiwan. With…
- Talking Research Q2 2023 update · 18 mntFor investment professionals only With reporting season underway, Walter Scott's Research team has been busy analysing, discussing, and debating the merits of numerous companies…
