Latest economic research thinking

  • Zero-COVID: China’s costly policy error

    10 Aug 2022

    Beijing’s ideological battle to stamp out COVID-19 appears increasingly misguided as the rest of the world learns to live with the virus. But the impact of China’s approach will be felt far beyond its borders.

  • What does the data say? Are we close to 1970’s-style stagflation?

    29 Jul 2022

    In this month’s instalment of our visual series on topical themes, we look at whether the global economy is heading towards stagflation.

  • Supply chains, painkillers and gene editing: ESG risks in pharma

    29 Jun 2022

    Reflecting on ESG risks in the pharmaceutical industry, Sora Utzinger discusses supply chains and counterfeit medicines, access to painkillers, and the ethics of gene editing.

  • Deep water: Ten threats to marine ecosystems

    8 Jun 2022

    Our air, weather, food, the health of diverse marine life and millions of jobs all depend on the ocean. But we have not done well as custodians of marine ecosystems. Here, we set out ten ways where human actions threaten the health of an essential environment.

  • Our annual letter to company chairpersons

    24 Jan 2022

    As a key part of our engagement efforts, every January we send a letter to the chairs of companies we invest in (and some we don’t, but still want to use our influence with) to set out our stewardship priorities for the year. Here, in full, is our 2022 letter.

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