Disruption Decoded

Drivers of disruption are well known – artificial intelligence, automation, big data.
But what are the implications for investors?

Research

2020 Outlook

Dec 11, 2019

The world economy continues to decelerate, but could a trade deal between the US and China and easy monetary conditions drive a rebound in economic activity in 2020?

Investment Management

ESG and Sovereign Fixed Income Investing: A Better Way

Dec 2, 2019

Sovereign fixed income investors are grappling with the best way to benchmark and quantify ESG factors across a diverse group of countries.

Research

Peak Car–or Just Bumps in the Road?

Nov 19, 2019

The auto industry is critically important for the global economy, but it has seen a disruptive slide: global registrations, demand and production have slumped.

Research

Decarbonisation: The Race to Zero Emissions

Nov 26, 2019

Five emerging technologies could curb carbon emissions, halt climate change and offer new ways to invest in earth’s future.

Wealth Management

Why Having a Goal Is Key to Investing

Nov 18, 2019

With a clear goal in mind, investors can create a realistic plan for achieving their objectives within a certain time frame. Here’s how:

Research

Who Benefits from Europe’s Move to Protect Online Shoppers?

Nov 13, 2019

Europe’s new fraud-prevention rules for e-commerce will re-write the book for online shopping security—with implications for retailers and payment players worldwide.

Ideas

The Upside Down World of Negative Rates

Nov 11, 2019

What would a negative interest rate environment look like for investors?

Research

Transitioning LIBOR: What It Means for Investors

Nov 1, 2019

LIBOR is the world’s most widely used benchmark for short-term rates, but its era of influence is slated to end by 2022. A look at the implications for asset classes and investors.

Research

Rise of China’s Supercities: New Era of Urbanisation

Nov 7, 2019

By 2030, the average size of China's five supercities is predicted to reach 120 million, driven by the growth of city clusters, smart cities and agricultural modernisation.

Research

China's Consumers Drive Global Beauty Demand

Oct 31, 2019

A new survey suggests an expansion of beauty routines, popularity on social media and rising incomes could position China as the drive of half of global beauty growth.

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Disruption Decoded

IDEAS

2020 Outlook

ESG and Sovereign Fixed Income Investing: A Better Way

Peak Car–or Just Bumps in the Road?

Decarbonisation: The Race to Zero Emissions

Why Having a Goal Is Key to Investing

Who Benefits from Europe’s Move to Protect Online Shoppers?

The Upside Down World of Negative Rates

Transitioning LIBOR: What It Means for Investors

Rise of China’s Supercities: New Era of Urbanisation

China's Consumers Drive Global Beauty Demand

Explore more Ideas