Latest equities thinking
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Medicine, politics and investing: Tensions abound
12 Sep. 2019
In the first of a four-part series on global healthcare, we look at why the sector is likely to take centre stage in the 2020 US elections and what this means for investors.
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BP vote demonstrates power of engagement
28 Jun. 2019
As climate change rises up the political agenda throughout the West and beyond, shareholders have an important role to play in limiting global fossil fuel consumption by pressuring oil companies to amend their strategies, argues Sora Utzinger.
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Fairtrade for finance
21 Jun. 2019
A Fairtrade-style kitemark for responsible investment is in the pipeline. Properly implemented, the initiative should improve industry standards on ESG, writes Steve Waygood.
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Talking with David Cumming
6 Jun. 2019
Talking equities, markets and playing the piano with David Cumming, Chief Investment Officer, Aviva Investors and Richard Romer-Lee, Square Mile.
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All to play for: The video games industry reaches a turning point
15 May 2019
As Google and Apple expand into video games, we explore where the industry is heading – from 'free-to-play' to the rise of cloud streaming – and what the coming wave of disruption means for investors.
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Disruption and opportunity: China’s retail revolution
3 May 2019
China’s consumer slowdown has prompted concern among economists and investors. But a closer look at the country’s retail trends reveals a case for long-term optimism.
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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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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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Life after Merkel
14 Dec. 2018
Annegret Kramp-Karrenbauer has replaced Angela Merkel as leader of Germany’s ruling CDU party, and may soon take her place as chancellor. What does this mean for Germany – and Europe?
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Equities outlook: four predictions for 2019
12 Dec. 2018
How will equities perform in a challenging environment marked by political tensions and rising interest rates? Here are our forecasts for the next 12 months.
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