Latest economic research thinking
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State of the nation: South Africa at a crossroads
12 Jul 2019
South African President Cyril Ramaphosa delivered his State of the Nation address on June 20, having led the ANC to victory in May’s elections. But his administration needs to move fast to address an economic slowdown, argues Bryony Deuchars.
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Us vs them: Ian Bremmer on politics, trade and technology
8 Jul 2019
We speak to the political scientist about the long-term themes affecting emerging markets, from the trade war to technological automation to climate change.
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Debt, consumers and technology: Three trends that will define China
8 Jul 2019
How China deals with the challenges of rising debt, a transition to a consumer economy and the technological ‘arms race’ with the West will have big implications for investors.
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Modern Monetary Theory: Could it go mainstream?
12 Jun 2019
An obscure and heterodox branch of economic theory is quickly gaining support from prominent politicians in the US and beyond, which could have big implications for policymaking, argues David Nowakowski.
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The future of insurance
17 May 2019
The insurance industry has evolved rapidly since the financial crisis. The next decade is shaping up to be every bit as transformative as firms grapple with a host of factors, most notably the unfolding regulatory framework, digital disruption and climate change.
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Finding flow: Four rules for successful collaboration
20 Mar 2019
Good collaboration is key to success in almost every field, from business to finance to sport. We explore how organisations can encourage staff to work together to share ideas, avoid mistakes and improve performance.
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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.
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ECB support reveals much about Europe's lenders
12 Mar 2019
With cheap loans returning to the European Central Bank’s toolkit, questions must be asked again about the health of the region’s banks.
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The future of retirement
28 Feb 2019
The idea that in one’s sixties it might be time to step out of work and retire into a life of leisure is relatively recent. But with more people living longer, expectations of retirement are being reshaped.
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The trouble with capitalism
28 Feb 2019
Around the world, political and economic liberalisation have gone hand in hand since the early 1980s. However, as more countries turn to populist leaders, could the world be about to fall out of love with free-market economics too?
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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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Interest rates on hold, but not in reverse
26 Feb 2019
Financial markets have surged since the start of the year after central banks appeared to put monetary policy tightening on hold. Our investment teams give their views on where monetary policy goes next and what that means for asset prices.
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