Latest equities thinking
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Life force: Why nature matters
12 May 2022
Growing awareness that natural systems are stressed or even close to breakdown is prompting asset managers to look closely at nature-based risks and investee companies to understand their environmental impacts and dependencies.
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Back to nature: Why we must act now on the biodiversity crisis
31 Mar. 2022
In an age of mass extinctions, policymakers, businesses and financial institutions are beginning to acknowledge the risks associated with biodiversity loss, along with the opportunities that arise from nature-positive solutions.
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Ukraine-Russia crisis: The implications for global equities
29 Mar. 2022
Our global equities team discuss the main direct and indirect consequences of the Ukraine-Russia crisis for stocks.
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Where the wild things are: Why investors should care about natural capital
14 Dec. 2021
Finance must wake up to the risks associated with biodiversity loss and the opportunities that arise from nature-friendly solutions, argue Eugenie Mathieu, Julie Zhuang and Jonathan Toub.
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Waste not, want not: An investor’s guide to the circular economy
10 Dec. 2021
Using the examples of electronics, food, autos and fashion, we explore the benefits of, and challenges to achieving, a more circular economy.
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The future of pharma: Increased returns or the age of biotech?
8 Dec. 2021
After decades of low returns on research and development (R&D), the healthcare sector is producing a slew of innovations, from drugs to diagnostics. But with many coming from new entrants, will big pharmaceutical companies manage to keep up with the times?
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The long decline: Why trend economic growth is set to go on falling
12 Nov. 2021
Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson.
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Regulatory shifts in China: A new fork in the road?
12 Oct. 2021
Investors in China should view recent interventions by the government in the context of its history and longer-term strategic ambitions, argues Amy Kam.
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The taming of the few
27 Aug. 2021
Despite accusations Big Tech companies are too powerful, their stranglehold across sectors will be hard to loosen. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold on numerous economic sectors will be hard to loosen.
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Are bond investors too complacent about inflation?
11 Aug. 2021
US Treasury yields have fallen appreciably in recent weeks, seemingly dismissing the threat of rising consumer prices. Some investors could be in for a nasty surprise if inflation proves more intransigent than anticipated, argue Michael Grady and Katarina Cohrs.
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The Anti-Social Network
2 Jul. 2021
Facebook, Twitter and other platforms are drawing criticism for their failure to tackle hate content. But will the hit to their reputation do any lasting commercial damage?
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The taming of the few
1 Jul. 2021
Regulatory authorities around the world are targeting the big US tech giants. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold and influence on numerous economic sectors will be hard to loosen.
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