Our ideas, insights
and inklings

Explore our latest news and views here.

  • 2 minutes

    Horizon scanning at our favourite tech convention

    AI is already slashing the time it takes to develop new products and services.

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  • 2 minutes

    Meridiem will change name to Navera Investment Management

    Meridiem Investment Management (Meridiem) has today, 22 May 2025, announced it will change its name to Navera Investment Management. Nothing else is changing – its long-term investment philosophy, its team and employee ownership remain the same.

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  • 2 minutes

    Greetings from Hannover Messe

    Robotics + AI + sensors = next level automation

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  • 6 minutes

    Cross my palm with silver…

    Our job is to ensure that our clients’ savings beat inflation over the long term: That means staying on the right side of history.

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  • 3 minutes
    4 minutes

    Our charitable giving 2024

    Each year our employee-led charitable giving supports a diverse range of fantastic charities, both big and small.

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  • 7 minutes

    To infinity and beyond!

    What gives us the confidence – and patience – to hold a company for years, through thick and thin?

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  • 3 minutes

    Back in the PRC: postcard from China

    China is now a force to be reckoned with in higher-value goods. Investors should take notice – and double-check their portfolio holdings.

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  • 7 minutes

    Disruptive innovation: ready or not, here IT comes

    Innovations are set to disrupt the two largest sectors we are invested in: healthcare and information technology

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  • 6 minutes

    Globalisation: reports of my death are likely exaggerated

    Geopolitical tensions have fuelled arguments that globalisation is dead, but the numbers tell a different story.

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