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Informed analysis and opinion on investment themes and the global economy.

Latest articles

  • Semiconductors

    There's life in the old Law yet

    15 Nov 2019

    For the semiconductor industry, Moore's Law had the power of a credo. Have we lost faith? Global Equity Analyst Josh Sambrook-Smith investigates.

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  • Move fast and break things

    What happens when politicians 'move fast and break things'?

    15 Oct 2019

    Subitha Subramaniam, Chief Economist, examines the impact to the economy of politicians jettisoning conventional thinking.

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  • Are-asset-managers-doing-enough-to-tackle-inequality

    Are asset managers doing enough to tackle inequality?

    28 Oct 2019

    We live in a world of increasing income inequality. Stewardship Analyst Therese Kieve examines the tools that shareholders can use to push for change.

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  • Shareholder-voting

    Shareholders must exercise their democratic rights

    11 Nov 2019

    Voting is the foundation of political democracy. Guest writer David Pitt-Watson explains how it is also the foundation of economic democracy.

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