Insights

Healthcare’s next chapter – the investment opportunities

The healthcare revolution is no longer just about blockbuster weight-loss drugs. It is being reshaped by artificial intelligence (AI)-powered drug discovery, shifting FDA regulation and falling research and development costs. Together, these forces could unlock a new wave of innovation across the sector - and create compelling opportunities for investors who are prepared to take a long-term view.

Fixed income market woes

In this publication we consider significant developments in the world's markets, and discuss our key convictions and themes for the coming months.

From Predictability to Uncertainty: Three Questions for Jon Sopel

Alex Edmans is a Professor of Finance at London Business School.

The Fed under Warsh: Understanding the task forces

One of Kevin Warsh’s first initiatives as Chair of the Federal Reserve has been to launch five task forces to review key aspects of the central bank’s operations.

The next AI opportunity may not come from Silicon Valley

Artificial intelligence (AI) is already transforming emerging market indices, but its greatest impact may come from helping developing economies accelerate their productivity growth and leapfrog traditional stages of development.

Team Malizia begins a new chapter with the launch of Malizia 4

After two years in the making, Boris Herrmann and Team Malizia have officially launched and christened Malizia 4, their next-generation, state-of-the-art IMOCA racing boat. It is an important moment for the team as they gear up for an intense schedule of offshore racing.