Latest equities thinking
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.
Global economic and political uncertainty hits equities
9 Jan 2019
Equities fall sharply but highly-rated bonds rally.
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
7 Nov 2018
Equity markets fall sharply in October.
The AIQ Podcast: The Trump legacy
31 Oct 2018
This latest episode of the AIQ Podcast explores the long-term impact of the Trump presidency.
US equities hit new highs
10 Oct 2018
Global equities experienced a mixed month in September with the US market reaching new highs, despite escalating trade tensions between Washington and Beijing, and the Federal Reserve’s decision to raise interest rates for the third time this year.
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.
The Trump Legacy
15 Aug 2018
At the halfway point of his first term, we explore the impact Trump’s presidency may leave on America and the rest of the world.
The great digital detox
18 Jul 2018
From Russian hackers interfering in foreign elections to high-profile corporate breaches, people are waking up to some harsh realities around data. We look at what the European call for a ‘Magna Carta’ for data has led to, and explore the investment implications of the growing scrutiny over data privacy.
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.