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...
For investment professionals onlyIn our latest quarterly podcast, Walter Scott's Directors Charlie Macquaker and Roy Leckie discuss the remarkable performance of equity markets in 2023. They also reflect on some of the year’s research trips, including Charlie’s recent visit to Japan, and ask if the outperformance of the Magnificent Seven has been justified by fundamentals, and if it can continue.The podcast is intended for investment professionals only and should not be construed as investmen...
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...
