In the Know

Live from the Nice Conference: Reto Suter, CFO of Siegfried 02.07.2026 15min

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 the value of steady execution. The conversation explores how innovation is increasingly being driven by small and mid-sized biotech companies, the role of AI in transforming drug development and manufacturing, and how trends such as supply chain localisation and the rapid growth of GLP-1 therapies are creating new opportunities for the sector.  Hosted on Acast. See acast.com/privacy for more information.

Live from the Nice Conference: Gerrit Steen, CFO of AT&S 23.06.2026 20min

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 also shares how AT&S is positioning for this structural shift, and whether geopolitical supply chain realignment presents new opportunities for globally diversified players. Hosted on Acast. See acast.com/privacy for more information.

Live from the Nice Conference: Ian Malin, CCO of Wizz Air 16.06.2026 28min

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, and which markets have driven the most success. We also examine Wizz’s evolving brand, its approach to tech and AI, gaps in the customer journey, untapped marketing opportunities and finally, we look ahead to where the airline sees its biggest growth over the next 3–5 years. Hosted on Acast. See acast.com/privacy for more information.

Nadine Sarwat: A $20+ Cocktail... In This Economy? 03.06.2026 31min

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 of the ongoing cyclical vs. structural debate in US alcohol. So many investors have been wondering… should distillers adopt a tobacco-like strategy of using stronger price to offset volume decline? Or should distillers actually cut pricing to stimulate demand in an environment where affordability is under pressure? Today Nadine rolls up her sleeves and digs into this debate and more! Hosted on Acast. See acast.com/privacy for more information.

Annick Maas: Concert Tickets, Who Really Sets the Price? 19.05.2026 25min

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 acast.com/privacy for more information.

Courtney Breen: GLP-1s & the Oral Obesity Era 05.05.2026 35min

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.

Harshita Rawat: Visa, The Next Decade of Growth 22.04.2026 33min

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 information.

Rupal Agarwal: Gen AI in Asset Management 01.04.2026 30min

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, innovative use cases from recent conferences, and the challenges investors face in implementing AI solutions.  Hosted on Acast. See acast.com/privacy for more information.

Jay Huang: The Dawn of the Next Robot Age 17.03.2026 26min

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 Keyence in advancing sensor technology, and predictions for the future of automation in light of AI. Hosted on Acast. See acast.com/privacy for more information.

Will Pickering: FDA Under Trump, A New Era of Regulation 03.03.2026 33min

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 consequences of inspection outcomes on drug approvals, and much more.  This podcast was recorded on Jan 29, 2026. Since then, turmoil at FDA has only increased, culminating in the recent resignation of CBER Director Vinay Prasad. While that particular drama has now played out, the broader issues Will highlights in this podcast are sure to remain relevant in the months and years ahead. Hosted on Acast. See acast.com/privacy for more information.

Will Kirkness: Rentokil, A Century of Pest Control 17.02.2026 30min

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 current market dynamics, as well as the potential role of AI and robotics in enhancing operational efficiency. Hosted on Acast. See acast.com/privacy for more information.

Trevor Stirling: Campari & Aperol, The Not-So-Bitter Siblings 03.02.2026 27min

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 strategy, the potential risks associated with its M&A activities, and its biggest opportunities. Hosted on Acast. See acast.com/privacy for more information.

Justin Smith: Alzheimer’s Disease, Hope Ahead? 20.01.2026 33min

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 model, as well as clinical trials thus far. Hosted on Acast. See acast.com/privacy for more information.

Courtney Breen: Tariffs, Pricing & Policy Threats 06.01.2026 32min

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 recently announced White House deal and the near and long-term evolution of industry economics and potential for innovation. Hosted on Acast. See acast.com/privacy for more information.

Nadine Sarwat: Scrolling Alone or Drinking Together? 16.12.2025 33min

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 in abundance with family and friends but in an era when our phones are permanently glued to our hands, Nadine attempts to answer the question: in an increasingly lonely and polarized world, why is no one talking about the social benefits of alcohol? Hosted on Acast. See acast.com/privacy for more information.

Chad Dillard: The Rebound of Non-Residential Construction 26.11.2025 25min

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 and AI in improving efficiency within the construction industry, as well as the challenges posed by power supply and the implications for renewable energy and nuclear power. Hosted on Acast. See acast.com/privacy for more information.

Kokou Agbo-Bloua: Is Deglobalization a Myth? 11.11.2025 34min

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 US and Europe, the challenges posed by climate change, and the resilience of markets in the face of adversity. Hosted on Acast. See acast.com/privacy for more information.

Rupal Agarwal: The Future of AI in Asset Management 28.10.2025 31min

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 while opening new opportunities for quant investors. The conversation also delves into the future of pure AI led strategies and Quant (or AI) as a Service but more broadly shares insights on what’s working, what’s not and how leading firms are positioning themselves at the intersection of technology and alpha generation. Hosted on Acast. See acast.com/privacy for more information.

Stephen Reitman: Ferrari, A Legacy of Luxury 16.10.2025 31min

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 options available to buyers. The conversation highlights Ferrari's unique pricing strategy and its ability to maintain luxury status while navigating the evolving automotive landscape. Hosted on Acast. See acast.com/privacy for more information.

Alex Irving: Airplane Mode 30.09.2025 30min

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.