Our ‘consumer power’ theme helps us navigate the disruptive forces facing retailers.

Disruptive innovation in health care could help us age more healthily

What did our visit to an underground farm teach us about agricultural innovations?

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanisation.

A further Brexit delay and an unpredictable election spell further near-term uncertainty for the UK economy.

We contemplate the nuances of sustainable investment.

We discuss the role of wind and solar power in a transition to a greener energy economy.

Spending money on health and wellness is gaining popularity. What opportunities does this present?

We consider the role of liquid real assets in a diversified portfolio.

We discuss the new revenue recognition standards.

How is the millennial trend of spending on experiences, rather than things, affecting investors and industries?

Major demographic shifts will have pronounced implications for economies and investors.

Gold can be hard to decipher as an investment. How should you go about understanding this tricky commodity?

Consumers increasingly want products that stand for something, but how can companies balance purpose and profit?

Another vote, another Brexit deal defeat for the UK prime minister. What happens next?

The Irish and UK prime ministers are experiencing contrasting fortunes as Brexit negotiations rumble on.

The fashion industry is facing growing pressure to clean up its sustainability act.

In uncertain political times, how can governments and the oil industry manage the economics of reducing emissions?

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.

Artificial intelligence is sweeping the planet. We set out the risks and potential rewards.

The low prices offered by budget airlines make them attractive to customers – but what about investors?

How are external and internal factors likely to affect the global oil price over the coming months?

Could the performance of dividend strategies revert to the long-term mean after three years of relative underperformance?

With populations ageing all over the world, economies are shifting rapidly. What should you know as an investor?

Gen Z is spending more on health, fitness, food and fashion. We assess the investment implications.

What are the potential consequences of China/US trade friction for emerging and developed markets?

Genomics has the potential to change health-care systems on a global scale. How will this affect investors and…

The automobile industry is changing rapidly. What does this mean for traditional cars and their new electric counterparts?

Gene-editing technology could have numerous applications in health care and beyond, but what does it mean for investors?

Demystifying the mysterious money of the internet – what is Bitcoin and how will it affect investors?

Do electric vehicles spell the end for oil?

The growing sophistication and investment potential of the virtual reality experience

Who takes home the lion’s share –  record labels or streaming services?

How technical innovation could help to address London’s decades-old air-pollution problem.

A look at the canine characteristics of the world’s leading central banks.

Efficiency and low-cost solutions are helping to drive India’s health-care sector.

The structural growth story in global Chinese tourism could run for decades.

Could falling wind and solar costs spur even greater investment in the sector in 2018?

Blockchain technology could revolutionise financial services.

Why have previously fast-growing Middle Eastern airlines suffered a marked slowdown this year?

Why we believe fast fashion sidesteps the obstacles associated with our ‘abundance’ theme.

The launch of a groundbreaking new treatment could change the way we think about drug pricing.

The memory chip supply/demand sweet spot.

As Donald Trump recently commented, the health-care world is a “complicated” one to navigate.

While China, Denmark and Norway are moving in the right direction, the US appears to be in reverse.

Electric vehicles could spell the end of the road for the internal combustion engine.

Why demand remains the mother lode of health-care investing.

What a simple experiment with jam can tell us about abundance and the consumer.

Infrastructure is currently a hot topic for investors, but what’s the reality?

Why all infrastructure investment opportunities aren’t created equal.

Some corporates may be left feeling insecure after the latest hacking to hit the headlines.

A look at the risks and opportunities in the athletic apparel and footwear market.

Could China’s wealth management products spark a crisis in the country’s financial system?

The use of technology in health-care delivery is becoming increasingly sophisticated.

With the Fed set to raise rates again, we assess the outlook for the financial sector.

How can we try to identify the winners and the losers from US corporate tax reform?

A trip to a wind farm provides valuable on-the-ground insights.

What’s the prescription for health care in 2017?

A look at the investment landscape ahead in the telecommunications sector.

Dissecting the prospects for a sector attracting keen investor interest as Donald Trump takes office.

Four pieces of good news for health care in China.

The big themes to watch this year in the consumer sector.

The rich economic potential of the electric vehicle market could be realised much faster than previously expected.

A look at how investors might navigate the next technological revolution in 2017 and beyond.

Federal legislation is key for the marijuana market, but obstacles remain.

Assessing the investment risks associated with growing defined-benefit pension deficits.

How millennials and the ‘selfie generation’ are transforming the beauty industry.

The pressure continues to pile up on Italy's banking sector.

Our take on OPEC’s first production cut since the financial crisis.

15 snapshots of our 2016 investment conference

Why we believe a Trump presidency does not mean the end of growth for the renewables sector.

Why we believe the market is not paying enough attention to tax.

The beauty industry is undergoing a makeover.

An on-the-ground perspective on yesterday’s US election result.

Why Marmite-gate is just the start of price increases for the UK consumer.

Why it takes more than low prices to make it as a value retailer today.

Growth could be just a swipe, a click and a like away if luxury brands can embrace the…

OPEC agrees on first production cut in eight years, but we remain sceptical.

In the exclusive world of luxury goods, some big changes are afoot.

As patient demand increases, businesses are preparing for a world of greater consumer-driven health care.

Why investors should heed the Tube announcer’s favourite warning.

A systemic solution is necessary to unburden Italy of its mountain of non-performing loans.

OPEC announces it will meet in September, but its course of action is uncertain.

New CMA proposals could bring dramatic change in the UK retail banking sector.

Growing funding pressures and strong demand are helping to create investment opportunities in aviation finance.

Marijuana – the next frontier for the tobacco industry?

After being shaken by the financial crisis, banks are coming under fire to adapt their business models.

President Obama provides three key lessons in health care for his potential successor.

State intervention is gaining pace in the corporate sector.

Why electric vehicle technology is moving up a gear

Can tobacco companies produce a non-harmful cigarette alternative?

The tobacco sector, a traditional and well-established source of returns for investors, is evolving to meet its changing…

Despite the growth in domestic solar installations, the sun may not be setting on traditional energy companies just…

Belgium’s best-kept secret might not be what you think.

Flu vaccine production can require up to half a million eggs a day.

Following recent wobbles in some US peer-to-peer lending companies, Paul Schenk takes a look at the sector.