Latest economic research thinking
Back to the future: Dr Eric Topol on AI in healthcare
3 Oct 2019
In the final article in our series on healthcare, we speak to the renowned cardiologist and author Eric Topol about his new book, Deep Medicine.
Amara’s Law: Applying an old adage to new technology
1 Oct 2019
Making the right calls on technological changes can materially influence returns across a wide range of sectors, but timing is everything, as Trevor Green explains.
Big Tech bets on healthcare
25 Sep 2019
In the third of a four-part series on healthcare, we focus on technology. New tech innovations promise to deliver better treatments and cost efficiencies – but concerns over data protection and flawed AI persist.
Biotech disrupters shake up the drug discovery business
18 Sep 2019
In the second of a four-part series on healthcare, we look at how competition between Big Pharma, Chinese biotech and Silicon Valley is transforming the landscape of drug discovery.
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.
Private wants, public needs
4 Sep 2019
With society facing many urgent and complex challenges, deciding who is best-placed to deliver solutions has become an emotive and often political subject. We assess whether there is a better way to utilise the skills and resources of the public, private and third sectors for the greater good.
Five charts that will make you think differently about retirement
23 Aug 2019
Retiring at 60 is a relatively new concept, and possibly a short-lived one in our history. As populations age – and age better – people are looking at a host of ways to stay in work and sustain their retirement income. We present five charts that sum up the changing landscape.
Lagarde as ECB chief – independent but integrated?
22 Aug 2019
Christine Lagarde has been nominated to head the European Central Bank at a difficult time for monetary policy given growing fears of a recession in the euro zone. Despite much debate on her credentials, Stewart Robertson argues she is the right candidate for the job.
The AIQ Podcast: Finding flow
17 Jul 2019
Good collaboration is key to success in almost every field, from business to finance to sport.
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.
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.
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.