Portfolio Manager and Head of Global Emerging Market Equities, leading a team of nine investors. Analyst of Emerging Market Internet and Technology sectors.
Experience and qualifications
Alistair was formerly Head of Asia and Global Emerging Market Equities at Standard Life Investments (SLI), and a portfolio manager on a number of funds. He joined SLI from Baillie Gifford in 2007 and has 25 years’ experience in the investment industry.
Alistair has a 1st class economics degree from Cambridge University.
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14 Dec 2021
Finance must wake up to the risks associated with biodiversity loss and the opportunities that arise from nature-friendly solutions, argue Eugenie Mathieu, Julie Zhuang and Jonathan Toub.
The future of pharma: Increased returns or the age of biotech?
8 Dec 2021
After decades of low returns on research and development (R&D), the healthcare sector is producing a slew of innovations, from drugs to diagnostics. But with many coming from new entrants, will big pharmaceutical companies manage to keep up with the times?
The long decline: Why trend economic growth is set to go on falling
12 Nov 2021
Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson.
Regulatory shifts in China: A new fork in the road?
12 Oct 2021
Investors in China should view recent interventions by the government in the context of its history and longer-term strategic ambitions, argues Amy Kam.
The AIQ Podcast: China's tech crackdown
21 Sep 2021
China’s regulators are taking swift, radical action against tech companies they consider to be too big and powerful. How should foreign investors respond?
Are bond investors too complacent about inflation?
11 Aug 2021
US Treasury yields have fallen appreciably in recent weeks, seemingly dismissing the threat of rising consumer prices. Some investors could be in for a nasty surprise if inflation proves more intransigent than anticipated, argue Michael Grady and Katarina Cohrs.
Investors should confront the dark side of tech
9 Jul 2021
Technology firms are often favoured by ESG funds because of their ostensibly clean, asset-light business models. But investors need to look deeper and challenge unethical and unsustainable practices across the industry, argue Louise Piffaut and Charles Devereux.
China’s Big Tech crackdown
5 Jul 2021
Like Washington and Brussels, Beijing is worried about the growing power of large technology companies. But China’s regulators are taking swifter, more radical action than their peers in the West.
The Anti-Social Network
2 Jul 2021
Facebook, Twitter and other platforms are drawing criticism for their failure to tackle hate content. But will the hit to their reputation do any lasting commercial damage?
The taming of the few
1 Jul 2021
Regulatory authorities around the world are targeting the big US tech giants. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold and influence on numerous economic sectors will be hard to loosen.
Is there now ‘value’ in value investing?
2 Jun 2021
Value or growth? It is an age-old debate and, as Giles Parkinson argues, a slightly irrelevant one given the changing makeup of the economy and the gentle decoupling of intrinsic value from financial statements.
Green is not always clean: Rising tide of greenwash brings risks for investors
19 May 2021
Some companies have long sought to mislead the public about their commitments to sustainability, but greenwashing has become more widespread and sophisticated in recent years. Now regulators and investors are fighting back.
How COVID-19 is accelerating the use of new technologies in construction and manufacturing
14 May 2021
During the pandemic, companies have stepped up investments in technology to communicate remotely with customers and keep their businesses running. As well as boosting efficiency and profitability, it also creating investment opportunities in previously overlooked areas.
Flipside: Not all externalities are negative
4 May 2021
ESG factors have long been viewed as risk factors to manage. Giles Parkinson explores the flipside of this proposition, contending that positive externalities are an under-leveraged investment opportunity.
What does the data say? Vaccines, illiquidity and managers called Dave
26 Mar 2021
In the first of a new monthly series, we take a visual approach to illustrate topical data themes in economies, markets and beyond. This month we look at the correlation between stock market performance and vaccinations, the illiquidity premium in real assets, and whether there are still more men called Dave running funds than female managers.
Why it is getting harder to assess value in financial markets
19 Mar 2021
Massive intervention by central banks and governments in recent years has left investors struggling to value financial assets.