Latest economic research thinking
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COVID, climate and Black Lives Matter: The stories that defined 2020
10 Dec 2020
We select some of our key pieces of content in a year of unending drama.
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Navigating the path to net zero: An interview with Jill Rutter
12 Nov 2020
There is a large gulf between the concept of ‘net zero’ and the practical policies that will deliver it. Jill Rutter, senior fellow at the Institute for Government, takes a hard look at the UK’s progress towards the 2050 target.
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US Election 2020: Expect the unexpected
29 Oct 2020
As the US presidential election looms, we explore potential scenarios – from a Democratic “blue sweep” to a Trump re-election to a divided government – and examine the implications for investors.
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Race, ethnicity and investing: Practice what you preach
28 Oct 2020
In the second article in our series on racism, we explain why asset managers need to get their own house in order to be a credible agent for change at the companies they invest in.
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Race, ethnicity and investing: A time for action
28 Oct 2020
In the first of a two-part series on anti-black racism, we look at five areas asset managers need to focus on if their engagement efforts are to make a positive difference.
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Prime time: How streaming is reshaping film and TV
22 Oct 2020
The last ten years have seen the film and television industry transform beyond recognition. In the latest instalment of our editorial series, Link, experts from our credit and equity teams discuss whether streaming will continue its inexorable reshaping of the media landscape.
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Suga rush: Can Japan’s new PM deliver on reform promises?
20 Oct 2020
Former Chief Cabinet Secretary Yoshihide Suga has replaced Shinzo Abe, Japan’s longest serving prime minister. As he faces the twin challenges of leading the country out of a pandemic and pushing through much-needed structural reforms, what can investors expect from the new administration?
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Fed’s policy shift may spell long-term trouble for bonds
23 Sep 2020
Bond markets have taken the recent shift in the Federal Reserve’s policy framework in their stride, partly because interest rates are now expected to stay lower for even longer. But they look vulnerable if the Fed can revive inflation.
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COVID-19: Can a lasting recovery happen without a vaccine?
21 Aug 2020
With the notable exception of China, countries around the world have struggled to get their economies firing on all cylinders without COVID-19 infections flaring up again. Until a way to contain the virus is found, recoveries are likely to remain stop-start and fragile, argue Ian Pizer, Mark Robertson and Sunil Krishnan.
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COVID-19 and antimicrobial resistance: The next health crisis?
19 Aug 2020
As the world grapples with COVID-19, antibiotics used to treat serious secondary bacterial infections associated with the coronavirus are making their way into wastewater with potentially dire consequences. Abigail Herron questions whether investors appreciate the seriousness of what antimicrobial resistance could lead to.
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The new rules of client engagement
18 Aug 2020
As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Apiramy Jeyarajah.
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Education, entrepreneurship and biological age: An interview with Andrew Scott
6 Aug 2020
In part two of our interview with Professor Andrew Scott from London Business School, we look at how policy will shift to take account of people living for longer and how service providers will respond.
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