Latest equities thinking
The future of transport: Mapping the way ahead
29 Mar 2019
New technologies, including electric and autonomous vehicles, big data, blockchain and artificial intelligence, will have significant consequences for the transport sector and beyond.
The AIQ Podcast: The future of Europe
21 Mar 2019
This latest episode of the AIQ Podcast explores what the future holds for the European project ahead of the European elections.
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.
ESG focus: China's green mission
11 Mar 2019
China's recent emphasis on environmental issues may be a welcome relief to Trump's climate change denials, but is there a disconnect between state rhetoric and the practices of its companies?
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.
A matter of taste
6 Feb 2019
As breakthroughs in nutritional science challenge assumptions that have driven global food producers to create products loaded with salt, sugar and hydrogenated fat, the industry looks ripe for disruption.
Life after Merkel
14 Dec 2018
Annegret Kramp-Karrenbauer has replaced Angela Merkel as leader of Germany’s ruling CDU party, and may soon take her place as chancellor. What does this mean for Germany – and Europe?
Equities outlook: four predictions for 2019
12 Dec 2018
How will equities perform in a challenging environment marked by political tensions and rising interest rates? Here are our forecasts for the next 12 months.
Global equities experience a sharp sell-off
29 Nov 2018
Equity markets fall sharply in October.
Tariffed: who are the losers in Trump’s trade war?
1 Oct 2018
Trump’s tariffs on Chinese imports are stoking market volatility, but there are also longer-term implications for economic growth in the US and beyond.
Beyond the cave: behavioural science meets data science
10 Jul 2018
The idea unconscious biases influence decision-making in financial markets is nothing new. But behavioural finance has taken on new relevance in the age of Big Data and artificial intelligence.
Everybody wants to rule the world
10 Jul 2018
As tech titans such as Google and Amazon attempt to conquer new markets and conglomerates continue to dominate in emerging economies, we look at the ingredients that determine whether diversification succeeds – or fails.