Latest economic research thinking

  • Back to the future: Dr Eric Topol on AI in healthcare

    3 Oct. 2019

    In the final article in our series on healthcare, we speak to the renowned cardiologist and author Eric Topol about his new book, Deep Medicine.

  • Amara’s Law: Applying an old adage to new technology

    1 Oct. 2019

    Making the right calls on technological changes can materially influence returns across a wide range of sectors, but timing is everything, as Trevor Green explains.

  • Big Tech bets on healthcare

    25 Sep. 2019

    In the third of a four-part series on healthcare, we focus on technology. New tech innovations promise to deliver better treatments and cost efficiencies – but concerns over data protection and flawed AI persist.

  • Biotech disrupters shake up the drug discovery business

    18 Sep. 2019

    In the second of a four-part series on healthcare, we look at how competition between Big Pharma, Chinese biotech and Silicon Valley is transforming the landscape of drug discovery.

  • 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.

  • Private wants, public needs

    4 Sep. 2019

    With society facing many urgent and complex challenges, deciding who is best-placed to deliver solutions has become an emotive and often political subject. We assess whether there is a better way to utilise the skills and resources of the public, private and third sectors for the greater good.

  • Five charts that will make you think differently about retirement

    23 Aug. 2019

    Retiring at 60 is a relatively new concept, and possibly a short-lived one in our history. As populations age – and age better – people are looking at a host of ways to stay in work and sustain their retirement income. We present five charts that sum up the changing landscape.

  • Lagarde as ECB chief – independent but integrated?

    22 Aug. 2019

    Christine Lagarde has been nominated to head the European Central Bank at a difficult time for monetary policy given growing fears of a recession in the euro zone. Despite much debate on her credentials, Stewart Robertson argues she is the right candidate for the job.

  • Us vs them: Ian Bremmer on politics, trade and technology

    8 Jul. 2019

    We speak to the political scientist about the long-term themes affecting emerging markets, from the trade war to technological automation to climate change.

  • Debt, consumers and technology: Three trends that will define China

    8 Jul. 2019

    How China deals with the challenges of rising debt, a transition to a consumer economy and the technological ‘arms race’ with the West will have big implications for investors.

  • Modern Monetary Theory: Could it go mainstream?

    12 Jun. 2019

    An obscure and heterodox branch of economic theory is quickly gaining support from prominent politicians in the US and beyond, which could have big implications for policymaking, argues David Nowakowski.

  • The future of insurance

    17 May 2019

    The insurance industry has evolved rapidly since the financial crisis. The next decade is shaping up to be every bit as transformative as firms grapple with a host of factors, most notably the unfolding regulatory framework, digital disruption and climate change.

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