In the Know

European Transport Analyst Alex Irving joins host Richard Moffat to discuss how the European airline industry has evolved from a chronically underperforming sector into one capable of delivering attractive returns. They examine the forces reshaping the competitive landscape, including constrained aircraft supply, disciplined capacity growth and improved capital allocation, and explore what sets the industry's leaders apart – from Ryanair's relentless focus on unit costs to IAG's disciplined deployment of capital. The conversation also considers why today's supply-demand dynamics could underpin stronger profitability across the sector for years to come. Hosted on Acast. See acast.com/privacy for more information.

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.

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.

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.

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.