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

Latest articles

  • The human cost of business

    Amazon: The human cost of business

    29 Oct 2018

    Stewardship Analyst Dominic Burke examines the labour practices of the hugely successful online retailer.

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  • Trump-versus-bond-markets

    Trump versus the bond markets...

    11 Oct 2018

    After the recent market setback, CIO Guy Monson examines portfolio strategies to profit and protect from rising global bond yields.

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  • The-big-pivot

    The big pivot

    11 Oct 2018

    Central banks have dominated financial markets for some time. Chief Economist Subitha Subramaniam asks what a move away from monetary policy entails...

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  • Automation

    Thematic focus: Automation

    22 Oct 2018

    Global Thematic Analyst Alex Cobbold asks why, almost 50 years since automation became a mainstream phenomenon, we still consider it a disruptive investment theme?

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