Latest equities thinking
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.
The data economy revolution
3 Jul 2018
The data economy is evolving rapidly, bringing investment opportunities in network infrastructure, memory, storage and cybersecurity, as Jason Bohnet explains.
Shares boosted by Korea talks
31 May 2018
While interest rates appear to be on a gradual upward trajectory in much of the world, UK financial markets were forced to scale back expectations of tighter monetary policy as softer domestic economic data appeared to give the Bank of England pause for thought.
Trump and Kim: an unlikely bromance?
17 May 2018
An improvement in relations between the US and North Korea is good news for investors, writes Ed Wiltshire.
Sainsbury’s planned merger with Asda: who is in the money?
17 May 2018
James Balfour considers the implications of a tie-up between Sainsbury’s and Asda on the grocery retailing sector.
Global equity markets hit by rising trade tensions
8 Apr 2018
Global stock markets fell for a second month in a row in March, placing them in negative territory year to date, as worries over rising trade tensions between the US and China unnerved investors.
Are stock markets starting to signal a recession?
2 Apr 2018
With sentiment towards equities having taken a turn for the worse in recent weeks, Giles Parkinson considers where markets may be heading and what action, if any, investors should take.
Global equity markets hit by worries over US rates
6 Mar 2018
Global shares suffered their first monthly decline in over a year as the prospect of looser US fiscal policy weighed on bond markets amid concern US interest rates will rise faster as inflation creeps up.
The AIQ Podcast: The battle for innovation
2 Mar 2018
This latest episode of the AIQ Podcast investigates the battle for innovation between China and the West.