Latest economic research thinking
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Fragilities exposed as cheap money disappears
5 May 2023
Cracks have begun to emerge in the banking sector in recent weeks. As the tide of cheap money that has flooded financial markets for more than a decade ebbs, members of our investment teams are on the lookout for other signs of distress.
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What does the data say? Five charts on financial fragilities
14 Apr. 2023
We take a visual approach to explain what’s happening with banks.
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LGBTQ+ inclusion in the workplace: Creating psychological safety
11 Apr. 2023
Each experience is unique, but lesbian, gay, bisexual, transgender, non-binary and other non-heteronormative people (LGBTQ+) still face huge challenges, in and out of the workplace. Companies should do more to support them and foster a culture of inclusion.
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Supply and demand: Tackling both sides of the carbon emissions equation
5 Apr. 2023
Despite progress through our Climate Engagement Escalation Programme, more action is needed from the world’s 30 systemically important carbon emitters, as Sora Utzinger and Louise Wihlborn explain.
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Engaging on neurodiversity: What can be learned from other DE&I initiatives
10 Mar. 2023
Many diversity, equity and inclusion initiatives have seen improvements in recent years, but neurodiversity has not progressed at the same pace. Abigail Herron explores what can be applied from other successful DE&I campaigns to put neurodiversity firmly in the spotlight.
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Multi-asset allocation views: Investing in the age of the polycrisis
9 Mar. 2023
The interlinked nature of multiple global events – known as the polycrisis – can create challenges and opportunities for investors. Sunil Krishnan explores the potential winners, losers and areas of change.
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Why inflation is likely to prove sticky
17 Feb. 2023
Central banks will find it far harder to eradicate inflation than markets anticipate and will be in no hurry to ease off on rate hikes, argues Ian Pizer.
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The economics of renewables: Challenges and solutions
10 Feb. 2023
Meeting 2050 net-zero targets will require adding renewable energy capacity at scale and speed. Can it make financial sense, or will we need to rely on our commitment to do the right thing?
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Our annual letter to company chairpersons
6 Feb. 2023
Every January, we send a letter to the chairs of companies we invest in (and some we don’t, but still want to influence) to set out our stewardship priorities for the year. Here, in full, is our 2023 letter.
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Follow the leader: Why companies should take the drama out of CEO succession planning
19 Jan. 2023
Botched leadership handovers can severely impair company performance. To satisfy investors, boards need to take succession planning more seriously, argue Trevor Green and Louise Piffaut.
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What does the data say? Reflections on COP27
14 Dec. 2022
In this month’s instalment of our visual series on topical themes, we look at climate in the aftermath of November’s COP27 event in Egypt.
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Debt, demand and demographics: Can the Chinese economy avoid ‘Japanification’?
29 Nov. 2022
With an ageing population, rising debt and vulnerabilities in the property market, China risks following Japan’s path from runaway growth to financial crisis and stagnation. Can Xi’s government rebalance the economy and change course?
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