A deep dive into the global chip shortage - a roundtable discussion
With more countries attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as a bellweather for global recovery.
How vaccines are paving the way for the ‘grand reopening’
Approaching 25 million people have received their first vaccine dose in the UK – close to half the adult population. Millions more in Europe also. The grand reopening is coming
The future for retail - embedding new habits and shopping with purpose
Covid-19 has seen an acceleration in the take-up of e-commerce retail sales, as well as an increased awareness of the social and environmental implications of consumption
Why growth will trump value in the long grind of recovery
The swift and intense economic volatility caused by the Covid-19 crisis has left investors with something of a blind spot. Traditional business cycle analyses have no inputs for a global pandemic, making it hard to judge how to position portfolios for a market rebound.
Why growth will trump value in the long grind of recovery
The swift and intense economic volatility caused by the Covid-19 crisis has left investors with something of a blind spot. Traditional business cycle analyses have no inputs for a global pandemic, making it hard to judge how to position portfolios for a market rebound.
Why growth will trump value in the long grind of recovery
The swift and intense economic volatility caused by the Covid-19 crisis has left investors with something of a blind spot. Traditional business cycle analyses have no inputs for a global pandemic, making it hard to judge how to position portfolios for a market rebound.
Weighing up potential market impacts from the coronavirus
As the virus outbreak spreads well beyond China, it is hard to forecast exactly what the economic impact will be, but it’s safe to say that consumption and supply will be significantly affected
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