As our friends across the Atlantic gear up for a day of feasting, 'football' and family this Thanksgiving Thursday, Simon Clements reflects on his recent trip to the US, and the investment opportunities arising in Boston, Chicago and Milwaukee.
Boston is home to two of the world's best universities in Harvard and MIT and the med-tech industry. It is therefore a fertile breeding ground for companies within one of our sustainable themes, 'enabling innovation in healthcare', and an ideal starting point for my recent week-long tour of the US. I spent my time just outside the city, catching up with the largest holding in the Liontrust SF Global Growth fund, Thermo Fisher Scientific, the global leader in life science technology. This company supplies the kit needed in research laboratories across the world and has developed deep rela...
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