In this interview, Mateusz Nowak, Noctiluca’s CCO and board member, outlines how the company has evolved from a single‑material proposition into an OLED material platform developer, synthesising and scaling families of emitter and functional materials. Noctiluca now has c 1,200 compounds, 10 patent families and strong relationships across the display industry. Mateusz discusses the industry’s ‘race for blue’ and explains how the company’s electron injection layer materials provide a new route to improving blue pixel efficiency, with internal gains up to 15x and more than twofold industry‑validated improvements, including a 100–150% uplift in partner trials. Mateusz also highlights the rapid commercial progress in Asia, driven by local presence and collaboration, with engagements now spanning more than 15 global entities across the OLED value chain. Finally, he outlines Noctiluca’s intellectual property‑led strategy, expanding its patent platform towards 12 families and entering national phases across up to 40 jurisdictions.

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About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

In this interview, John Mills, CEO of Xaar, outlines the steps management has taken to transform the company by focusing on applications where Xaar’s ability to print high‑viscosity, high‑pigment‑load fluids provides a clear competitive advantage. He explains how the business has significantly diversified its market exposure and now operates across 21 markets, with more than 100 original equipment manufacturer (OEM) programmes at various stages of development. John highlights Xaar’s strong positioning in key growth areas, including jewellery wax printing, EV battery insulation coatings and automotive coatings. He also discusses the upcoming launch of a unique full‑colour desktop 3D printer featuring Xaar’s printheads. He notes that the decline in legacy ceramics revenue has now bottomed out, meaning growth from new applications should begin to show through more clearly in the top line. With existing factory capacity able to support more than three times current revenue, Xaar is well positioned to benefit from operating leverage and strong cash generation as volumes increase.

Xaar is a UK‑based manufacturer of industrial piezo-based drop‑on‑demand inkjet printheads and related systems, supplying OEMs globally across applications including ceramics, graphics, product decoration, packaging and advanced manufacturing.

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• Zencastr

About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

In this interview, one of Baillie Gifford US Growth Trust’s (USA) managers, Kirsty Gibson, introduces the trust, the portfolio of which is made up of both listed and private companies. She then explains the strategy for finding outliers, which are growth companies that can generate disproportionate outcomes over the long term. While these businesses may not look inexpensive on traditional measures, consensus expectations do not take account of their significant growth opportunities. Kirsty also outlines the enhancements and guide rails that were introduced following a period of volatile performance and she highlights how they relate to portfolio construction and the increased clarity they bring regarding the balance between ambition and risk. She discusses USA’s private company exposure and some recent transactions and their investment cases. She then talks about AI-related businesses and other areas of the portfolio where the prospects look particularly bright before summarising what the trust offers investors.

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About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

In our interview, Phil Richards, CFO of GiG Software, gives an overview of the company, its markets and growth outlook. Phil begins by describing GiG’s products and the services it provides, as well as an overview of the industry and customers it serves. He highlights what he believes distinguishes GiG from its peers. Phil provides insight on the company’s financial characteristics including the nature of its revenue generation and investment requirements, as well as how the adoption of AI will help to make GiG more efficient and more profitable. We conclude with the company’s financial outlook and its most important key performance indicators.

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• Apple Podcast
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• Zencastr

About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

In this interview, Johannes Laumann, CIO of Mutares, discusses with Edison’s Neil Shah Mutares’ record-breaking $400m acquisition of the regional engineering thermoplastics business in the Americas and Europe of SABIC, its ambitious US expansion strategy and how Mutares is positioning itself for the next phase of global growth. From navigating carve-outs to capital allocation and future exits, Johannes shares real insights into what is driving the company’s success across sectors and continents.

Listen on your preferred podcast player below:

• Apple Podcast
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• Zencastr

About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

In this video, we speak with Dr Christian Koch, head of BB Biotech at Bellevue Asset Management. Dr Koch discusses the increasingly positive sentiment towards the biotech sector, following the recent JP Morgan healthcare conference. He also covers some of the transactions that have benefited BB Biotech’s portfolio in recent periods, provides a summary of how the company uses agentic AI to support its investment process and outlines what to expect for BB Biotech in the year ahead.

BB Biotech is a Swiss-listed investment company managed by Bellevue Asset Management, a specialist in biotech investments. The company provides investors with targeted access to the global biotechnology sector, focusing on innovative companies developing transformative therapies. BB Biotech aims to deliver long-term capital growth through active, fundamental stock selection.

Listen on your preferred podcast player below:

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• Zencastr

About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

In this interview, Matthias Stadelmeyer, CEO of Tradedoubler, discusses industry dynamics, including how AI is bringing about a new wave of rapid transformation to the industry and how Tradedoubler is leveraging it. He discusses the relationship between affiliate networks, affiliates and advertisers, noting that affiliates often work across multiple networks, while brands prefer single-network partnerships for simplicity and scale. He emphasises AI as a transformative force for Tradedoubler, driving internal efficiencies, predictive analytics and new traffic sources. The company is launching AI-based platform features in early 2026 and sees opportunities to move higher up the customer funnel as journeys shorten. Matthias underscores Tradedoubler’s resilience to disruptions like AI, GDPR and cookie deprecation, thanks to its strong network, technology and expertise.

Tradedoubler (Nasdaq Stockholm: TRAD) is a pioneer in performance-based digital marketing, operating in more than 90 countries with over 3,000 brands.

Listen on your preferred podcast player below:

• Apple Podcast
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• Zencastr

About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

LM PAY is a Polish fintech specialising in consumer financing for beauty and healthcare services via business-to-business partnerships. In this interview, Jakub Czarzasty, CEO of LM PAY, explains how medical and beauty treatment financing works in Poland and how it supports LM PAY’s business model. He talks about the company’s competitive advantages, including its embedded finance model and well-established relationships with clinics and beauty salons. He also comments on the new financing agreement with Aion Bank and outlines new product initiatives, most notably car insurance financing and the MediPay Mobile by Visa card.

Listen on your preferred podcast player below:

• Apple Podcast
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• Zencastr

About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

In this interview, we speak with Pascal Hamelin, the president and CEO of Abcourt Mines, an emerging Canadian gold producer with strategically located mining properties in the famed Abititi region of Quebec. Pascal outlines how he is navigating the key transition from exploration to production at the company’s flagship Sleeping Giant (Geant Dormant) gold mine as well as the development possibilities for its other assets in the region.

Listen on your preferred podcast player below:

• Apple Podcast
• Spotify
• YouTube
• Zencastr

About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

From business model to growth ambitions – in this interview, Matthias Stadelmeyer, CEO of Tradedoubler, introduces the company and shares its path forward. He explains its unique value proposition: risk-free, outcome-based advertising through partner and influencer networks supported by proprietary technology. Matthias outlines Tradedoubler’s ambitious growth plans, including expansion into new markets such as the US and Brazil, leveraging AI for efficiency and growth, and maintaining strong financial targets of 10% annual revenue growth and 25% EBITDA/gross profit margins. He also highlights influencer marketing as a fast-growing segment and confirms M&A as part of the strategy to strengthen the portfolio.

Tradedoubler (Nasdaq Stockholm: TRAD) is a pioneer in performance-based digital marketing, operating in more than 90 countries with over 3,000 brands.

Listen on your preferred podcast player below:

• Apple Podcast
• Spotify
• YouTube
• Zencastr

About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

In this interview, Matt Barrie, CEO of Freelancer, discusses the transformative potential of agentic AI, a technology designed to automate repetitive workflows such as customer support and sales. He explains that agentic AI represents the next major wave of business transformation after web and app development, delivering hyper-realistic, multilingual interactions available 24/7 and enabling businesses of all sizes to deploy AI agents for tasks traditionally handled by humans. Freelancer is both integrating agentic AI into its own platform and offering businesses access to 80 million freelancers to build AI solutions. Matt emphasises that AI will elevate freelancer skills rather than replace them, creating new opportunities and boosting productivity across industries. He notes that implementing agentic AI is highly accessible, with costs comparable to building a website or app, and predicts widespread adoption within two to three years. The interview concludes with Barrie demonstrating an AI agent for Edison Group, created in less than 10 minutes.

Listen on your preferred podcast player below:

• Apple Podcast
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• YouTube
• Zencastr

About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

In this interview, Charles Jillings, who along with Jacqueline Broers manages Utilico Emerging Markets (UEM), which has just celebrated its 20th anniversary, discusses why he thinks global investors should consider an allocation to emerging markets. He also highlights that a continuation of long-term growth trends, such as urbanisation, contributed to strong emerging markets performance in 2025. Jillings then focuses on what UEM offers investors in terms of exposure to utility and infrastructure assets, which are high-conviction, quality businesses with strong management teams. More than 80% of UEM’s portfolio companies pay a dividend, which enables the trust to pay its own shareholders a rising covered dividend. UEM has just become an AIC next-generation dividend hero as it has achieved a 10-year record of consecutive dividend increases.

Jillings explains the four growth megatrends that are represented in UEM’s portfolio: social infrastructure, energy growth and transmission, digital infrastructure and global trade. He highlights the trust’s strong absolute and relative performance versus the MSCI Emerging Markets Index. This is just used as a reference as there is minimal overlap between the index and UEM’s portfolio. Jillings concludes by sharing his bullish outlook for emerging markets in 2026, which is based on lower interest rates, higher commodity prices and attractive valuations.

Listen on your preferred podcast player below:

• Apple Podcast
• Spotify
• YouTube
• Zencastr

About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

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