Latest economic research thinking

  • Why it is getting harder to assess value in financial markets

    19 Mar 2021

    Massive intervention by central banks and governments in recent years has left investors struggling to value financial assets.

  • The new struggle for global supremacy could disrupt financial markets

    17 Mar 2021

    China’s economic rise threatens US supremacy and the global economic and financial order built up since 1945.

  • Cut it out! The complex quest to decarbonise heating

    16 Mar 2021

    More countries are contemplating their visions for a lower carbon world. Norway has excluded fossil fuels entirely for heating buildings, while others are taking a more nuanced approach. So, what are the options for those with environment at the heart of their agenda?

  • Zero rates: Too much of a good thing?

    9 Mar 2021

    The inexorable rise in asset prices caused by the seemingly never-ending era of monetary easing is calling into question long-held investment beliefs, as members of our multi-asset & macro and equities teams explain.

  • From crisis comes opportunity: What’s normal now?

    2 Mar 2021

    Big challenges bring us the opportunity to think differently. Our investment teams reveal what they have learnt from COVID-19, and how they are preparing to face whatever ‘normal’ emerges in a post-pandemic world.

  • The investment industry should get ready for the rise of the millennials

    18 Feb 2021

    The millennial generation is set to inherit trillions over the coming decade. Asset managers and advisers must engage with these younger investors to understand their requirements, says Apiramy Jeyarajah.

  • A time for action: Race, ethnicity and investing

    28 Jan 2021

    In a two-part feature, we look at what asset managers need to focus their engagement efforts on to make a difference on anti-black racism, and why the industry needs to get its own house in order.

  • Cutting loose: COVID-19 deals globalisation a further blow

    27 Jan 2021

    Globalisation’s image problem may have been further tarnished by the pandemic, but can political leaders use the crisis to reform it for the better and resist the urge to abandon it altogether?

  • United Europe: From discord to harmony?

    26 Jan 2021

    Global politics are in flux as policymakers scramble to manage the pandemic and revive economies. Can Europe come together and carve a place for itself on the international stage, or will it end up a passive player buffeted by greater forces?

  • Empire states of mind: Is the age of US exceptionalism at an end?

    25 Jan 2021

    As the world starts to emerge from the COVID-19 pandemic, the US’s position as global hegemon will be under mortal threat from a resurgent China that looks to have escaped the virus relatively unscathed.

  • Hydrogen: Back to the future

    18 Dec 2020

    The UK is the latest country to accelerate plans to develop hydrogen as part of its push to reach net zero. But it is not the first time hydrogen has attracted attention – it has been trumpeted by the scientific community as a possible wonder fuel for around a century. So, what’s changed now?

  • How the US can lead on climate finance: A five-point plan for President Biden’s first year

    14 Dec 2020

    The US went backwards on tackling climate change under President Trump. His successor Joe Biden must act quickly to make up for lost time, says Steve Waygood.

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