Latest economic research thinking
From crisis comes opportunity: What’s normal now?
2 Mar 2021
Big challenges bring us the opportunity to think differently. Our investment teams reveal what they have learnt from COVID-19, and how they are preparing to face whatever ‘normal’ emerges in a post-pandemic world.
The investment industry should get ready for the rise of the millennials
18 Feb 2021
The millennial generation is set to inherit trillions over the coming decade. Asset managers and advisers must engage with these younger investors to understand their requirements, says Apiramy Jeyarajah.
A time for action: Race, ethnicity and investing
28 Jan 2021
In a two-part feature, we look at what asset managers need to focus their engagement efforts on to make a difference on anti-black racism, and why the industry needs to get its own house in order.
Cutting loose: COVID-19 deals globalisation a further blow
27 Jan 2021
Globalisation’s image problem may have been further tarnished by the pandemic, but can political leaders use the crisis to reform it for the better and resist the urge to abandon it altogether?
United Europe: From discord to harmony?
26 Jan 2021
Global politics are in flux as policymakers scramble to manage the pandemic and revive economies. Can Europe come together and carve a place for itself on the international stage, or will it end up a passive player buffeted by greater forces?
Empire states of mind: Is the age of US exceptionalism at an end?
25 Jan 2021
As the world starts to emerge from the COVID-19 pandemic, the US’s position as global hegemon will be under mortal threat from a resurgent China that looks to have escaped the virus relatively unscathed.
Hydrogen: Back to the future
18 Dec 2020
The UK is the latest country to accelerate plans to develop hydrogen as part of its push to reach net zero. But it is not the first time hydrogen has attracted attention – it has been trumpeted by the scientific community as a possible wonder fuel for around a century. So, what’s changed now?
How the US can lead on climate finance: A five-point plan for President Biden’s first year
14 Dec 2020
The US went backwards on tackling climate change under President Trump. His successor Joe Biden must act quickly to make up for lost time, says Steve Waygood.
COVID, climate and Black Lives Matter: The stories that defined 2020
10 Dec 2020
We select some of our key pieces of content in a year of unending drama.
Navigating the path to net zero: An interview with Jill Rutter
12 Nov 2020
There is a large gulf between the concept of ‘net zero’ and the practical policies that will deliver it. Jill Rutter, senior fellow at the Institute for Government, takes a hard look at the UK’s progress towards the 2050 target.
US Election 2020: Expect the unexpected
29 Oct 2020
As the US presidential election looms, we explore potential scenarios – from a Democratic “blue sweep” to a Trump re-election to a divided government – and assess the implications for investors.
Race, ethnicity and investing: Practice what you preach
28 Oct 2020
In the second article in our series on racism, we explain why asset managers need to get their own house in order to be a credible agent for change at the companies they invest in.