Latest equities thinking

  • BP vote demonstrates power of engagement

    28 Jun 2019

    As climate change rises up the political agenda throughout the West and beyond, shareholders have an important role to play in limiting global fossil fuel consumption by pressuring oil companies to amend their strategies, argues Sora Utzinger.

  • Fairtrade for finance

    21 Jun 2019

    A Fairtrade-style kitemark for responsible investment is in the pipeline. Properly implemented, the initiative should improve industry standards on ESG, writes Steve Waygood.

  • Talking with David Cumming

    6 Jun 2019

    Talking equities, markets and playing the piano with David Cumming, Chief Investment Officer, Aviva Investors and Richard Romer-Lee, Square Mile.

  • China property: Building concerns

    31 May 2019

    China’s property market is a microcosm of China’s debt problem, with mega developers potentially becoming ‘too big to fail’. While returns have been strong and selective opportunities can still be found, investor caution is deepening as the authorities tackle systemic weakness.

  • All to play for: The video games industry reaches a turning point

    15 May 2019

    As Google and Apple expand into video games, we explore where the industry is heading – from 'free-to-play' to the rise of cloud streaming – and what the coming wave of disruption means for investors.

  • The future of transport: Mapping the way ahead

    29 Mar 2019

    New technologies, including electric and autonomous vehicles, big data, blockchain and artificial intelligence, will have significant consequences for the transport sector and beyond.

  • The AIQ Podcast: The future of Europe

    21 Mar 2019

    This latest episode of the AIQ Podcast explores what the future holds for the European project ahead of the European elections.

  • Trading places: Southeast Asia seizes opportunities amid US-china spat

    14 Mar 2019

    Trade wars have disrupted supply chains and weighed on stock performance in emerging markets. But as manufacturing companies shift production away from China to evade tariffs, some of its neighbours are thriving.

  • ESG focus: China's green mission

    11 Mar 2019

    China's recent emphasis on environmental issues may be a welcome relief to Trump's climate change denials, but is there a disconnect between state rhetoric and the practices of its companies?

  • The ties that bind

    28 Feb 2019

    Brexit continues to dominate headlines in the UK, but the European Union faces other long-term challenges, from the rise of Euroscepticism in Italy to the stalled progress of euro zone reform.

  • A matter of taste

    6 Feb 2019

    As breakthroughs in nutritional science challenge assumptions that have driven global food producers to create products loaded with salt, sugar and hydrogenated fat, the industry looks ripe for disruption.

  • Life after Merkel

    14 Dec 2018

    Annegret Kramp-Karrenbauer has replaced Angela Merkel as leader of Germany’s ruling CDU party, and may soon take her place as chancellor. What does this mean for Germany – and Europe?

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