Latest equities 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.
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.
Talking with David Cumming
6 Jun 2019
Talking equities, markets and playing the piano with David Cumming, Chief Investment Officer, Aviva Investors and Richard Romer-Lee, Square Mile.
China property: Building concerns
31 May 2019
China’s property market is a microcosm of China’s debt problem, with mega developers potentially becoming ‘too big to fail’. While returns have been strong and selective opportunities can still be found, investor caution is deepening as the authorities tackle systemic weakness.
All to play for: The video games industry reaches a turning point
15 May 2019
As Google and Apple expand into video games, we explore where the industry is heading – from 'free-to-play' to the rise of cloud streaming – and what the coming wave of disruption means for investors.