Perspective

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Economics

25JUN 2019

What the “prisoner’s dilemma” tells us about climate change

Game theory can help explain why action on climate change has been slow, but as protests worldwide gain momentum and interest in climate change grows, we could be nearing a tipping point.

2019

JUNE

05JUN 2019

Economics

Why we’ve lowered our expectations for emerging markets growth

Craig Botham explains growth downgrades for Brazil and India for this year, and why Russia sees a slight upgrade.

03JUN 2019

Economics

Why ESG matters in value investing

It’s not just the E of ESG that matters – for value investors the S and G are vitally important.

MAY

28MAY 2019

Economics

"Flygskam" – the very real impact of climate change on Swedish airlines

Swedish airlines are just the latest industry to feel the pinch from carbon conscious consumers, through "flygskam" (flight shame).

21MAY 2019

Economics

Three reasons why the UK stock market looks compelling

UK equities are unloved, undervalued and high yielding; an ideal scenario for stock pickers.

20MAY 2019

Economics

Can Amazon really be a climate change champion?

The e-commerce giant has a chequered history when it comes to climate change, but recent steps towards carbon reduction mean we see it as a future force for good.

16MAY 2019

Economics

Who will pay as US-China trade wars intensify?

The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.

08MAY 2019

Economics

Why a pick-up in UK growth may prove deceptive

Recent economic data from the UK has improved but signs are that this is due to stockpiling ahead of worries over potential Brexit disruption.