Latest economic research thinking

  • 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?

  • 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.

  • 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.

  • 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.

  • 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.

  • Longevity, policy and technology: An interview with Andrew Scott

    6 Aug 2020

    Living longer brings enormous opportunities to reshape how we spend our time. But in the first of a two-part interview, Andrew Scott from London Business School explains how advances in longevity and technology have not been matched by innovation in social structures or our approach to financial planning.

  • Roll of the dice: Risk and resilience in an age of uncertainty

    21 Jul 2020

    The coronavirus pandemic has highlighted the difficulties of managing risk in an increasingly globalised and interconnected world. We explore how organisations can stay resilient through an era of radical change.

  • The Technocrat: Lord Adair Turner

    21 Jul 2020

    With developed economies stuck in a high-debt and low interest rate trap, the former head of Britain’s financial watchdog believes central banks should break a long-held taboo and finance governments directly.

  • Economics and ethics: Why diversity matters

    21 Jul 2020

    In business, diversity can be the difference between success and failure. But while progress towards it has been frustratingly slow in many areas, the pressure is mounting on companies to act.

  • Pandemic risk: When will we learn our lesson?

    21 Jul 2020

    COVID-19 has reminded us that the sources of economic and financial crises can be wildly unpredictable. However, while spotting patient zero in advance was nigh on impossible, pandemic risk was well telegraphed. In the first part of our mini-series, The source of the next crisis, we consider whether an infectious disease could wrong-foot us again or whether governments will learn their lesson.

  • Cybersecurity in the fourth industrial revolution

    21 Jul 2020

    COVID-19 shocked investors into taking pandemic risks more seriously. In an increasingly connected world, where data is the new oil, could cyberattacks be the next big threat?

  • Inflation hawks: Crying wolf?

    21 Jul 2020

    Twelve years on from the financial crisis, inflation hawks are back. They were proved wrong then, but could this time be different? In part three of our mini-series on the source of the next crisis, we explore the extent to which inflation poses a risk to the global economy and financial stability.

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