Latest economic research thinking
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Accelerating climate solutions: The Edinburgh Earth Initiative in profile
30 Jun 2023
In the 17th and 18th centuries, academics at the University of Edinburgh helped drive the Industrial Revolution. Today, they are connecting with businesses to tackle the climate emergency. Words by Miles Costello.
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Buy it or build it: Why innovation is key in healthcare
1 Jun 2023
Healthcare is a dynamic industry, but patent expiries from 2025 and drug-price reform in the US pose challenges. Innovation will be key for continued success, as experts from our credit, equity and ESG teams explain.
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Global megatrends: How climate, nature and social change will reshape economies
30 May 2023
Climate change, natural resource scarcity and social shifts are transforming the corporate landscape. Investors need to understand the implications of these sustainability megatrends to manage risks and seize opportunities.
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Gains or glitches? What generative AI means for investors
24 May 2023
The release of ChatGPT has heralded an artificial intelligence boom. We assess the investment and ESG considerations.
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Getting a taste for fiscal intervention, but at what cost?
19 May 2023
Fiscal intervention is, again, a vital part of the government policy toolkit, supporting plans to boost domestic industries and fight climate change. But while well-intended, such measures will add to already elevated debt levels, with significant implications for investors, as Michael Grady explains.
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Forget what you think you know: Staying humble in a world of rising risk
16 May 2023
In a world where potential pitfalls loom around every corner, Peter Fitzgerald and Ian Pizer explain why investors need to look beyond what financial models are telling them to keep portfolios resilient to the challenges ahead.
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Fragilities exposed as cheap money disappears
5 May 2023
Cracks have begun to emerge in the banking sector in recent weeks. As the tide of cheap money that has flooded financial markets for more than a decade ebbs, members of our investment teams are on the lookout for other signs of distress.
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What does the data say? Five charts on financial fragilities
14 Apr 2023
We take a visual approach to explain what’s happening with banks.
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LGBTQ+ inclusion in the workplace: Creating psychological safety
11 Apr 2023
Each experience is unique, but lesbian, gay, bisexual, transgender, non-binary and other non-heteronormative people (LGBTQ+) still face huge challenges, in and out of the workplace. Companies should do more to support them and foster a culture of inclusion.
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Supply and demand: Tackling both sides of the carbon emissions equation
5 Apr 2023
Despite progress through our Climate Engagement Escalation Programme, more action is needed from the world’s 30 systemically important carbon emitters, as Sora Utzinger and Louise Wihlborn explain.
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Boom! Shake the gloom? Does China’s reopening mark a new beginning?
29 Mar 2023
China looks set for a rapid economic rebound in the first quarter after finally abandoning its zero-COVID policy. But will the recovery prove temporary as longer-term dynamics reassert themselves?
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Engaging on neurodiversity: What can be learned from other DE&I initiatives
10 Mar 2023
Many diversity, equity and inclusion initiatives have seen improvements in recent years, but neurodiversity has not progressed at the same pace. Abigail Herron explores what can be applied from other successful DE&I campaigns to put neurodiversity firmly in the spotlight.
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