Latest equities thinking
Dealing with climate change: A mixture of mitigation and adaptation
4 Dec 2019
The asset management industry has a key role to play in the face of the climate emergency facing humanity. We spoke to Emma Haziza, hydrologist, PhD Mines ParisTech, Founder and President of Mayane, and Rick Stathers, Climate Specialist at Aviva Investors to find out how asset managers can support companies in their climate transition efforts.
In a complex market, investors need to connect information signals more effectively
19 Nov 2019
A growing body of research suggests equity investors are poor at recognising the connections and interrelationships between companies. A fresh approach is needed, argues Mikhail Zverev, head of global equities at Aviva Investors.
5G: Anatomy of an equity investment idea
11 Nov 2019
The evolution of wireless technology has fuelled a host of new mobile applications and helped propel companies such as Netflix. 5G, its next iteration, promises speeds up to 20 times faster than the current 4G. But to think only in terms of speed severely underestimates 5G’s potential to fundamentally transform the business landscape – though not without tremendous risk.
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.
Substance over style?
30 Sep 2019
Why an agnostic approach beats equity style biases.
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.
Investors must hold bad bosses to account
16 Sep 2019
Institutional shareholders need to be as agile and active as private equity in dealing with failures of leadership.
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.
As China soars, emerging market investors need a rethink
21 Aug 2019
With China set to dominate EM equity indices over the coming decades, investors need to adjust their approach to the asset class, argues Alistair Way.
BP vote demonstrates power of engagement
28 Jun 2019
As climate change rises up the political agenda throughout the West and beyond, shareholders have an important role to play in limiting global fossil fuel consumption by pressuring oil companies to amend their strategies, argues Sora Utzinger.
'Fairtrade for finance' should be a badge of honour - not a rubber stamp
21 Jun 2019
A Fairtrade-style kitemark for responsible investment is in the pipeline. Properly implemented, the initiative should improve industry standards on ESG, writes Steve Waygood.