Latest equities thinking

  • Investors must hold bad bosses to account

    16 Sep 2019

    Institutional shareholders need to be as agile and active as private equity in dealing with failures of leadership.

  • Medicine, politics and investing: Tensions abound

    12 Sep 2019

    In the first of a four-part series on global healthcare, we look at why the sector is likely to take centre stage in the 2020 US elections and what this means for investors.

  • As China soars, emerging market investors need a rethink

    21 Aug 2019

    With China set to dominate EM equity indices over the coming decades, investors need to adjust their approach to the asset class, argues Alistair Way.

  • 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.

  • 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.

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