Articles & stories 2019
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Phineas Glover: Governments will be compelled to facilitate transition from plastics much more quickly than anticipated by equity markets
We sit down with our Head of Environmental, Social & Governance Research in Australia to understand the plastic waste crisis, and what it means for investors.
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Serena Shao: The future of healthcare innovation in China hinges on the resolution of a two-sided dilemma
We interview our Head of China Healthcare Research to understand how new government initiatives in China are disrupting Chinese healthcare.
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Is it time to rethink disruption as usual?
Much of the discourse around disruption has treated it as a threat, a trend to guard against or grudgingly accept. And while it’s true that disruption has created challenges for industry incumbents, it has equally been a source of empowerment for many consumers, businesses and investors by creating new ways to connect, collaborate and create value.
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Manish Nigam: The market might still underestimate the magnitude of disruption that tech trends can cause
While investors understand disruptive trends better, the scale of disruption from new developments in technology are still underestimated, says our Head of Technology Research in Asia Pacific.
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Jonathan Golub: TECH+, demographics, and the Fed — things to look out for in US equities against a backdrop of disruption as usual
Our Chief US Equity Strategist shares his insights.
