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Stock stories

Discover what's special about the companies in our portfolios and what we think the future holds for them.

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TSMC

Investment Specialist Qian Zhang unwraps TSMC, the company behind the world’s most advanced chips, and explains why we are excited about its future.

  1. Amazon: Stock Story

    Jon Henry gives three key reasons why tech giant Amazon remains a special investment.
    November 2025
    Video0 minute
  2. SMC: Stock Story

    Sarah Clark explores how SMC powers automation with precision pneumatics with engineering excellence.
    November 2025
    Video0 minute
  3. Adyen: Stock Story

    Beatrice Faleri explores Adyen, the one-platform engine for unified commerce.
    November 2025
    Video4 minutes
  4. Netflix: Stock Story

    Ben James delves into Netflix's transformative journey from a DVD rental service to a global streaming giant.
    November 2025
    Video4 minutes
  5. Wise: Stock Story

    Thomas Hodges highlights how Wise’s fast, low-cost money transfers enhance global payments.
    November 2025
    Video3 minutes
  6. TSMC: Stock Story

    Qian Zhang unwraps TSMC, the company powering modern life.
    November 2025
    Video3 minutes
  7. Tencent: Stock Story

    Fernanda Lai explores how Tencent became the super-app pioneer connecting over one billion users.
    November 2025
    Video3 minutes
  8. Alnylam: Stock Story

    Richie Vernon explores the revolutionary drugs transforming patient lives.
    April 2025
    Video3 minutes
  9. Cloudflare: Stock Story

    Ben James highlights how one cybersecurity approach is redefining digital infrastructure.
    March 2025
    Video4 minutes
  10. Nexans: Stock Story

    Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.
    March 2025
    Video3 minutes
  11. ASML: Stock Story

    Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.
    March 2025
    Video3 minutes
  12. L'Oréal: Stock Story

    Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.
    March 2025
    Video3 minutes
  13. Moutai: Stock Story

    Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.
    March 2025
    Video3 minutes

Stay tuned

Our investment specialists are excited to bring you a growing collection of some of our most noteworthy investment cases.

Keep checking back here to explore our expanding library of stock stories.

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