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In the Know: Daily Summaries Delivered
by Bernstein Research
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago30 min
Justin Smith: A New Era for Alzheimer’s Treatment
Senior European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to explore the long-term investment opportunity in Alzheimer’s disease, drawing parallels with the evolution of the multiple sclerosis drug market. Justin discusses how advances in diagnostics, including new blood tests, could drive earlier diagnosis and greater treatment uptake, alongside the next generation of therapies. He also examines Roche’s potential competitive advantage through its brain shuttle technology, the promise of gamma-secretase modulators, and the possibility of combination treatments. Hosted on Acast. See acast.com/privacy for more information.
- 3 weeks ago34 min
Rupal Agarwal: The AI-led Era of Investing
Host Diana Wood is joined by Senior Asia Quant Strategist Rupal Agarwal to explore how generative AI is reshaping the asset management industry. With AI adoption accelerating, Rupal examines the scale of investment required, the potential for significant efficiency and margin gains, and how the investment process itself could be fundamentally transformed. The conversation explores the emergence of AI-native workflows, the changing roles of analysts and portfolio managers, and how AI could democratise access to information while blurring the lines between quantitative and fundamental investing. Rupal also tackles a key question for investors: will AI make markets more or less efficient? Hosted on Acast. See acast.com/privacy for more information.
- Oct 2, 202636 min
Trevor Stirling: Guinness, Diageo’s Black Magic
Global Beverage Analyst Trevor Stirling discusses the enduring success of Diageo’s Guinness brand, from its distinctive liquid and decades of marketing to its recent growth across the UK and Ireland. Trevor explores the international runway for Guinness, the potential of Guinness 0.0, and whether the brand can replicate its success in new markets. He also looks at opportunities across Diageo’s Scotch, tequila and RTD portfolios, and what new CEO Dave Lewis could bring to the business through a sharper focus on costs, marketing and brand fundamentals. Hosted on Acast. See acast.com/privacy for more information.
- Sep 16, 202627 min
Richard Trainor: This is Not Just a Podcast…
Retail Analyst Richard Trainor, who joined Bernstein in 2025 after five years at Marks & Spencer, joins host Patrick Robinson to explore what separates the winners from the rest in one of Europe's most competitive sectors: food retail. While grocery retail may appear to be a slow-growing, low-margin industry, Richard explains why distinctive business models and disciplined execution can still generate exceptional returns. The conversation examines the importance of scale, the rise of discounters across Europe, and how different markets have developed their own winning retail models. Richard also shares insights from his time at Marks & Spencer, discussing what successful retail transformations look like in practice, why the in-store experience remains the clearest indicator of a retailer's health, and the leadership required to turn around struggling businesses. Hosted on Acast. See acast.com/privacy for more information.
- Sep 2, 202628 min
Will Woods: The Death of the Billion-Dollar Brand
Host Patrick Robinson is joined by European Retail Analyst Will Woods to explore “the death of the billion-dollar brand”. They discuss how globalisation, digitalisation and the rise of a middle class helped mega brands dominate, but have now become some of their biggest challenges as consumers move towards more fragmented, niche and targeted products. Will explores the rise of challenger brands, changing consumer demographics, faster product cycles and the growing importance of agility, before revealing how Bernstein put its own research into practice by designing and producing a limited-edition sneaker in just four months. Hosted on Acast. See acast.com/privacy for more information.
- Jul 15, 202638 min
Alex Irving: European Airlines, Ready for Take Off
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.
- Jul 2, 202615 min
Live from the Nice Conference: Reto Suter, CFO of Siegfried
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.
- Jun 23, 202620 min
Live from the Nice Conference: Gerrit Steen, CFO of AT&S
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.
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About In the Know
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.
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Frequently Asked Questions
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In the Know covers topics including News, Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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