Charlie 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 that underpin the firm’s investment approach. Visiting companies and engaging directly with management teams reveals insights that go far beyond desk-based analysis. As the current AI frenzy echoes the dotcom days, why healthy scepticism is vital for effective long-term investing.China’s rapid infrastructure and t...
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Charlie 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 that underpin the firm’s investment approach. Visiting companies and engaging directly with management teams reveals insights that go far beyond desk-based analysis. As the current AI frenzy echoes the dotcom days, why healthy scepticism is vital for effective long-term investing.China’s rapid infrastructure and t...
A 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 Chengdu, Chongqing and Hong Kong whilst investment manager AJ Kyle provides an update on the team’s recent travels and investment insights.Key takeawaysThere are palpable signs of an economic buzz in Chengdu and Chongqing, from the cranes on the skyline to a shiny new airport.But consumers are cautious. Manufacturers of b...
Talking Research - Walter Scott
Charlie 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 that underpin the firm’s investment approach. Visiting companies and engaging directly with management teams reveals insights that go far beyond desk-based analysis. As the current AI frenzy echoes the dotcom days, why healthy scepticism is vital for effective long-term investing.China’s rapid infrastructure and t...
