Latest equities thinking
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Equities: taking the long view
12 Apr 2017
The stock market is frequently, sometimes justifiably, seen as the epitome of short-termism. There are plenty of instances where the opposite is true, although accurately assessing companies’ long-term prospects is not straightforward, writes Giles Parkinson.
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The Amazon effect
10 Nov 2016
The rise of Amazon.com has forced traditional retailers to adapt their business models. But who will be the winners – and losers – in the battle with e-commerce?
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Technology: the big disruptor
9 Nov 2016
Identifying companies set to benefit from technological change will be a major driver of future investment returns. Avoiding the losers will be just as important.
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AIQ Issue 001 The Amazon Effect
Our cover story looks at the insatiable ambition of Amazon to conquer new markets. Also in this issue, Aviva Investors’ CEO Euan Munro outlines what the asset management industry needs to do to win back public trust; while US policymaker Andy Stern makes his case for a universal basic income.
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