Insights

Russia, China and various shadowy groups hostile to the West have pipelines, oil and gas platforms and subsea internet cables in their sights. Senior Chatham House Fellow Armida van Rij assesses the risks.

In the latest edition of our Research Journal we cover geopolitical risk from Europe to North Korea, the economics of the growing global debt burden, the mindboggling complexity of the semiconductor supply chain, and the implications of the rise and rise of anti-obesity drugs. Download this edition or listen to the audio version.

As governments and companies strive to de-risk critical supply chains, Tom Miedema asks what this means for the global technology industry, both financially and in terms of efficiency.

Novo Nordisk and Eli Lilly’s ground-breaking anti-obesity drugs look set to be transformational for millions of individuals worldwide so what about the likely consequences for other companies in healthcare and beyond?

Now in its 13th edition, the ambition behind our Journal remains unchanged. Through exploring some of the themes at the forefront of the Research team’s agenda we hope to share the thinking of a range of experts alongside our own views and in doing so show how we address these subjects in the context of our long-term investment approach.

Three members of our Research team tell us about their approach to investment risk and exposure; how disclosure is getting more important; and why data might not be all it is cracked up to be.