Latest economic research thinking
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Disability inclusion in the workplace: Taking down the barriers
28 Sep 2023
Disabled employees continue to face a variety of hurdles to cope with in addition to their day job. We look at how employers can help remove those barriers to allow everyone to thrive.
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Accelerating climate solutions: The Edinburgh Earth Initiative in profile
30 Jun 2023
In the 17th and 18th centuries, academics at the University of Edinburgh helped drive the Industrial Revolution. Today, they are connecting with businesses to tackle the climate emergency. Words by Miles Costello.
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Buy it or build it: Why innovation is key in healthcare
1 Jun 2023
Healthcare is a dynamic industry, but patent expiries from 2025 and drug-price reform in the US pose challenges. Innovation will be key for continued success, as experts from our credit, equity and ESG teams explain.
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Getting a taste for fiscal intervention, but at what cost?
19 May 2023
Fiscal intervention is, again, a vital part of the government policy toolkit, supporting plans to boost domestic industries and fight climate change. But while well-intended, such measures will add to already elevated debt levels, with significant implications for investors, as Michael Grady explains.
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Forget what you think you know: Staying humble in a world of rising risk
16 May 2023
In a world where potential pitfalls loom around every corner, Peter Fitzgerald and Ian Pizer explain why investors need to look beyond what financial models are telling them to keep portfolios resilient to the challenges ahead.
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Fragilities exposed as cheap money disappears
5 May 2023
Cracks have begun to emerge in the banking sector in recent weeks. As the tide of cheap money that has flooded financial markets for more than a decade ebbs, members of our investment teams are on the lookout for other signs of distress.
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What does the data say? Five charts on financial fragilities
14 Apr 2023
We take a visual approach to explain what’s happening with banks.
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LGBTQ+ inclusion in the workplace: Creating psychological safety
11 Apr 2023
Each experience is unique, but lesbian, gay, bisexual, transgender, non-binary and other non-heteronormative people (LGBTQ+) still face huge challenges, in and out of the workplace. Companies should do more to support them and foster a culture of inclusion.
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Boom! Shake the gloom? Does China’s reopening mark a new beginning?
29 Mar 2023
China looks set for a rapid economic rebound in the first quarter after finally abandoning its zero-COVID policy. But will the recovery prove temporary as longer-term dynamics reassert themselves?
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Engaging on neurodiversity: What can be learned from other DE&I initiatives
10 Mar 2023
Many diversity, equity and inclusion initiatives have seen improvements in recent years, but neurodiversity has not progressed at the same pace. Abigail Herron explores what can be applied from other successful DE&I campaigns to put neurodiversity firmly in the spotlight.
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Why inflation is likely to prove sticky
17 Feb 2023
Central banks will find it far harder to eradicate inflation than markets anticipate and will be in no hurry to ease off on rate hikes, argues Ian Pizer.
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Our annual letter to company chairpersons
6 Feb 2023
Every January, we send a letter to the chairs of companies we invest in (and some we don’t, but still want to influence) to set out our stewardship priorities for the year. Here, in full, is our 2023 letter.
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