In the Know

Richard Moffat sits down with Reto Suter, CFO of Siegfried, for the final instalment of our Live from the Nice Conference series.   As Reto hands over the baton of CFO, he reflects on nearly a decade at one of Europe's fastest-growing CDMOs, discussing the power of long-term compounding, the structural growth drivers shaping the pharmaceutical industry, and why investors often underestimate t...

Is this the most significant demand shock the semiconductor industry has ever seen?   Gerrit Steen, CFO of AT&S, joins host Richard Moffat on the Côte d’Azur for an In the Know special. Gerrit reflects on the unprecedented AI-driven demand reshaping the semiconductor supply chain and what it means for long-term growth, capacity planning, and advanced packaging technologies like CoWoS. He...

Recorded live from our Nice Conference, we sit down with Ian Malin, Chief Commercial Officer of Wizz Air, for an In the Know special. Here, we unpack how Wizz has built one of aviation’s youngest, most efficient fleet – and what investors still overlook about its model. We explore whether high fuel prices strengthen its competitive edge, how it deploys aircraft and selects routes to reshape demand...

In this episode, American & European Beverages Analyst Nadine discusses the hot topic of spirits pricing. Diageo intends to introduce brands at price points it had previously ignored and to selectively execute price repositioning certain brands in certain geographies, Brown-Forman’s pricing power is also in focus as cost pressures are set to intensify, and all of this is against the backdrop o...

Media & Internet Analyst Annick Maas joins host Patrick Robinson to discuss ticketing and entertainment. With the experience economy thriving post-Covid, they delve into ticket pricing (including fees and resellers), the power structure between promoters, tickets and capital – as well as questioning whether or not festivals can still be considered the cultural epicentre? Hosted on Acast. See a...

US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss the evolution of GLP-1 therapies for obesity, focusing on the transformative impact of oral formulations and recent policy changes that expand access. We explore market dynamics, patient demographics, and the future landscape of obesity treatment. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Diana Wood and Harshita Rawat explore Visa's investment case, focusing on its evolving growth algorithm from cash digitization to value-added services, and the impact of emerging technologies like AI and Stablecoins. They discuss how Visa is adapting to core market maturity, technological disruption, and new payment paradigms. Hosted on Acast. See acast.com/privacy for more inform...

In this episode of In the Know, host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss the transformative impact of artificial intelligence (AI) on asset management. They explore the key trends for 2026, emphasising the shift from basic AI applications to more sophisticated uses that create new alpha opportunities. The conversation highlights the importance of structured AI training, inno...

Global Automation Analyst Jay Huang joins host Richard Moffat to discuss the current state and outlook for the automation and robotics market. Jay delves into the concept of a “robot renaissance”, the challenges of robot adoption, and the technological innovations driving the industry. The discussion also covers the differences in robot adoption across various regions, the role of companies like K...

In this episode of In the Know, US Biotech Analyst Will Pickering joins host Diana Wood to discuss the current state of the US biotech market, and the complexities and challenges facing this industry today. Here, they explore FDA inspection trends, both long-term and under the Trump administration, with insights into the sector’s recovery, the impact of FDA headcount reductions, the potential cons...

European Business Services Analyst Will Kirkness joins host Patrick Robinson to delve into the history, challenges, and future prospects of Rentokil, a prominent player in the pest control industry. They discuss the company's evolution over the past century, its recent acquisition of Terminex, and the subsequent challenges faced in the US market. The conversation also touches on competitors and cu...

Host Richard Moffat engages with Trevor Stirling, European Beverages Analyst, to explore the evolving landscape of alcohol consumption and the future of the beverage industry. With reference to trends in emerging and developed markets and changing consumer behaviours, Trevor delves into a detailed analysis of Campari, a standout player in the beverage market, examining its growth trajectory, brand...

European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to discuss the heartbreaking and challenging world of Alzheimer’s. Here, they discuss the causes, symptoms and diagnosis, and delve into drug development. A devastating condition for patients and family members, Justin discusses his optimistic view on the future, referencing Roche’s innovation in the space and brain shuttle mod...

US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss all topics related to Biopharma today. With the flood-the-line approach in policy and focus on tariffs and drug-pricing, there’s a lot to consider when investing in any pharma stock at the moment. Courtney discusses the key trade-offs in policy risk and ability to mitigate for her covered companies, plus the implications of the r...

As we enter the holiday season, host Diana Wood and American & European Beverages Analyst Nadine Sarwat join up once again in this light-hearted yet thought-provoking festive episode. They explore current trends in socialisation, economic pressures, alcohol consumption and mental health in America... and how they all might be related. At a time of year when many of us will socialise...

US Machinery & Electricals Analyst Chad Dillard joins host Diana Wood to discuss the current state and outlook of non-residential construction in the US. Chad highlights the recession that has been ongoing in this sector, the alignment of monetary and fiscal policies, and the expected rebound in construction spending driven by various market segments. Plus, they touch on the role of technology...

In an ‘In the Know’ first, host Patrick Robinson welcomes Kokou Agbo-Bloua, Global Head of Economics, Cross-Asset and Quant Research at Societe Generale to discuss pressing global economic issues. The conversation spans various topics including globalization, the shift from cooperation to competition in international relations, the implications of the Chinese dream, investment dynamics between the...

Host Diana Wood and Asia Quant Strategist Rupal Agarwal discuss how Generative AI is transforming the asset management industry. They explore the current trends in AI adoption, the challenges faced by the industry, and the various use cases of generative AI for investors. Rupal highlights how AI is being used to enhance research, analysis, and client engagement by discretionary funds whi...

In this episode of In the Know, host Patrick Robinson and European Autos Analyst Stephen Reitman delve into the world of Ferrari, exploring its rich history, the allure of its supercars, and the brand's strategic adaptations to market demands. They discuss the exclusivity of Ferrari's customer base, investor reactions to the company's recent capital markets day, and the intricate personalisation o...

This week, European Transport Analyst Alex Irving joins host Patrick Robinson on the podcast to discuss how the airline industry stands currently: who is flying high, and who is in a spin. Plus, we delve into policy, geography, infrastructure and other contextual factors affecting airlines today. Hosted on Acast. See acast.com/privacy for more information.

European Automobiles & Components Analyst Harry Martin joins host Patrick Robinson on the podcast this week to discuss all things trucking. We discuss the industry as it stands, pricing power, and what newer technologies might change the current market structure. Plus, we touch on barriers to adoption, regulations, and whether it is worth giving it all up to retrain as a long-distance driver.&...

Global Luxury Goods Analyst Maria Meita joins host Patrick Robinson on the podcast this week to discuss the luxury industry, and its perfect storm of macro weakness, negative price elasticity and lack of newness. We talk about the two diverging customer profiles, winners in the space and why Brunello Cucinelli is the closest the luxury industry has to a cult. Plus, in this polarising world of luxu...

US Restaurants Analyst Danilo Gargiulo joins host Diana Wood on the podcast this week to discuss American multinational coffee chain Starbucks. We debate the brand’s degeneration – from how Starbucks became synonymous with “coffee” and the away-from-home coffee culture among generations of people across 80+ countries across the globe to how recently, the brand seems to have lost its halo. Danilo e...

With this year marking Zara’s 50 th  birthday, European Retail Analyst Will Woods joins host Richard Moffat to discuss Inditex – which has grown into one of Europe’s largest public companies. We delve into Zara, which has arguably the most unique consumer business model in the world, and how it is as relevant now as it was 50 years ago. Plus, we look at the rise of disruptor brands including...

US Energy & Global Natural Resource Analyst Bob Brackett joins us back on the podcast this week alongside host Diana Wood to discuss all things Nuclear.  As we undergo a massive energy transition, moving away from emissions-based energy sources to green sources, Nuclear is likely to play a large role going forward. Bob walks us through a brief history of Nuclear power, what he sees into t...