Latest economic research thinking

  • Boosting low-carbon investment in the UK: A Policy Roadmap

    16 Jul. 2024

    Our in-depth Roadmap for the UK’s journey towards a low-carbon economy contains policy recommendations to unlock private investment in the transition.

  • Nothing to fear: Sustainable investing trade-offs

    19 Jun. 2024

    Sustainable investing, and the supposed trade-offs involved, have been a topic of heated debate. But trade-offs are a fundamental part of all types of investment; the key is to be clear about your objectives, as Mirza Baig explains.

  • Getting a taste for fiscal intervention, but at what cost?

    19 May 2023

    Fiscal intervention is, again, a vital part of the government policy toolkit, supporting plans to boost domestic industries and fight climate change. But while well-intended, such measures will add to already elevated debt levels, with significant implications for investors, as Michael Grady explains.

  • Forget what you think you know: Staying humble in a world of rising risk

    16 May 2023

    In a world where potential pitfalls loom around every corner, Peter Fitzgerald and Ian Pizer explain why investors need to look beyond what financial models are telling them to keep portfolios resilient to the challenges ahead.

  • Fragilities exposed as cheap money disappears

    5 May 2023

    Cracks have begun to emerge in the banking sector in recent weeks. As the tide of cheap money that has flooded financial markets for more than a decade ebbs, members of our investment teams are on the lookout for other signs of distress.

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