Latest equities thinking
AIQ 001: The Amazon Effect
17 Feb 2017
Our cover story looks at the insatiable ambition of Amazon to conquer new markets. Also in this issue, we explore what the asset management industry needs to do to win back public trust; while US policymaker Andy Stern makes his case for a universal basic income.
The Amazon effect
10 Nov 2016
The rise of Amazon.com has forced traditional retailers to adapt their business models. But who will be the winners – and losers – in the battle with e-commerce?
Technology: the big disruptor
9 Nov 2016
Identifying companies set to benefit from technological change will be a major driver of future investment returns. Avoiding the losers will be just as important.
Equity investors should consider the duration of their portfolios
11 Oct 2016
The difficulty in developing a model that accurately predicts equity duration means few managers pay much attention to the concept. And yet, just because it’s a tricky task, doesn’t mean it should be ignored.