Thought Leadership

Highlight

Markets

04NOV 2019

What is the point of the equity market?

The number of listed companies has collapsed in many parts of the world as companies increasingly reject public markets. This has serious implications.

2019

MARCH

18MAR 2019

Markets

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

JANUARY

09JAN 2019

Markets

The five secrets of successful venture capital investing

Counterintuitive truths about venture capital investing and the five secrets to successful venture capital investing.

2018

SEPTEMBER

24SEP 2018

Markets

Where should you invest in private equity today?

As the popularity of private equity investing has risen, some parts of the market look increasingly overcapitalised. We look at where the best opportunities may lie.

06SEP 2018

Markets

Have bonds lost their bite?

As markets evolve, we explore whether bonds are still able to provide protection in turbulent conditions.

AUGUST

03AUG 2018

Markets

ESG in passive: let the buyer beware

Are investors ignoring the small print in their rush to buy funds incorporating environmental, social and governance (ESG) principles?

JULY

30JUL 2018

Watch/Listen

How will the physical risks of climate change affect companies?

Our new analysis can quantify the physical impact climate change has on companies around the world. The costs could be considerable.

24JUL 2018

Economics

Why investors are wrong about the role of the dollar

A new theory about the US dollar is challenging the way economists and markets think about currencies. It has particularly important implications for emerging market asset classes.