Latest equities thinking

  • Disruption and opportunity: China’s retail revolution

    3 May 2019

    China’s consumer slowdown has prompted concern among economists and investors. But a closer look at the country’s retail trends reveals a case for long-term optimism.

  • Held to account: fixing the auditors

    12 Apr 2019

    Nathan Leclercq sets out a three-part plan to address long-standing problems in the audit sector.

  • 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.

  • 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?

  • Equities outlook: four predictions for 2019

    12 Dec 2018

    How will equities perform in a challenging environment marked by political tensions and rising interest rates? Here are our forecasts for the next 12 months.

  • Tariffed: who are the losers in Trump’s trade war?

    1 Oct 2018

    Trump’s tariffs on Chinese imports are stoking market volatility, but there are also longer-term implications for economic growth in the US and beyond.

  • Beyond the cave: behavioural science meets data science

    10 Jul 2018

    The idea unconscious biases influence decision-making in financial markets is nothing new. But behavioural finance has taken on new relevance in the age of Big Data and artificial intelligence.

  • Everybody wants to rule the world

    10 Jul 2018

    As tech titans such as Google and Amazon attempt to conquer new markets and conglomerates continue to dominate in emerging economies, we look at the ingredients that determine whether diversification succeeds – or fails.

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