Latest equities thinking

  • 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.

  • 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.

  • 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.

  • 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?

  • 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.

  • 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.

  • 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.

  • 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.

  • 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?

  • 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.

  • Human rights: The key to understanding the 'S' in ESG

    16 Jun. 2021

    Companies cannot thrive without healthy and happy employees, consumers and communities. Investors must use their influence with companies and other stakeholders to ensure the basic rights of these groups are respected.

  • Is there now ‘value’ in value investing?

    2 Jun. 2021

    Value or growth? It is an age-old debate and, as Giles Parkinson argues, a slightly irrelevant one given the changing makeup of the economy and the gentle decoupling of intrinsic value from financial statements.

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