Measure for measure

COVID-19 has intensified interest in the human microbiome, as researchers contemplate whether bacteria living in the gut might affect susceptibility to infection. Drawing on our experience in public markets and Ahren Innovation Capital’s knowledge of private markets, we look at the companies making strides in live biotherapeutics, using ‘bugs as drugs’, and key challenges that need to be overcome.

Investors wanting to consistently exploit market inefficiencies should leave style biases behind, argues Mikhail Zverev.

It has been a difficult year for income investing, as many companies have announced cuts or suspensions to dividends. But there are opportunities for investors willing to do some digging to find resilient businesses, says Richard Saldanha.

Bottom-up thinking is not a typical hallmark of multi-asset investing. However, Francois de Bruin believes the granularity that comes from this approach offers useful diversification and risk benefits.

In the latest instalment of our editorial series, Link, experts from our infrastructure, credit research and equity teams discuss why efforts to ‘build back better’ as economies recover from COVID-19 could further accelerate investment in electric vehicles and associated infrastructure.

Chinese equities have risen sharply in recent weeks, mirroring trends in global markets. While some commentators have warned efforts by Beijing to juice share prices are inflating an unsustainable bubble, Alistair Way and Xiaoyu Liu argue valuations are far from excessive.

Investors are poring over grim corporate earnings reports, but it is crucial to look beyond quarterly figures to assess long-term value, says Giles Parkinson.

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.

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.

A common characteristic of successful people and organisations is an ability to recognise and quickly learn from their mistakes. UK Equity Income Fund Manager Chris Murphy shares the lessons he has learned from an eventful career.

The fallout from the coronavirus pandemic could see large firms cement their dominance over weaker rivals. We examine the implications for investors.

COVID-19 has led to a new appreciation of the importance of healthcare in ensuring all members of society thrive. So where should investors be looking to find resilience in an industry facing enormous change?