Latest equities thinking
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The future of transport: Mapping the way ahead
29 Mar 2019
New technologies, including electric and autonomous vehicles, big data, blockchain and artificial intelligence, will have significant consequences for the transport sector and beyond.
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Trading places: Southeast Asia seizes opportunities amid US-china spat
14 Mar 2019
Trade wars have disrupted supply chains and weighed on stock performance in emerging markets. But as manufacturing companies shift production away from China to evade tariffs, some of its neighbours are thriving.
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ESG focus: China's green mission
11 Mar 2019
China's recent emphasis on environmental issues may be a welcome relief to Trump's climate change denials, but is there a disconnect between state rhetoric and the practices of its companies?
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Global financial markets gain further ground
7 Mar 2019
Positive start to the year continues in February
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The ties that bind
28 Feb 2019
Brexit continues to dominate headlines in the UK, but the European Union faces other long-term challenges, from the rise of Euroscepticism in Italy to the stalled progress of euro zone reform.
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A matter of taste
6 Feb 2019
As breakthroughs in nutritional science challenge assumptions that have driven global food producers to create products loaded with salt, sugar and hydrogenated fat, the industry looks ripe for disruption.
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Are stock markets starting to signal a recession?
2 Apr 2018
With sentiment towards equities having taken a turn for the worse in recent weeks, we consider where markets may be heading and what action, if any, investors should take.
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Equity volatility: what lies beneath
5 Oct 2017
While aggregate volatility of major stock indices continues to be atypically low, slowly but surely uncertainty is building up again in financial markets. Investors should take note.
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It’s the education, stupid!
2 Oct 2017
The positive link between education and economic growth is well established. Bryony Deuchars explores what this means for emerging-market investors.
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