Talking Research: Future of payments
Stablecoins are now bypassing banks and AI agents are making purchases. These are just some of the technologies that are reshaping payments, cross border flows, and everyday commerce.
23 minute listenInsights
Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.
Optimism amidst market uncertainty
Uncertainty over tariffs and their economic consequences abounds, but innovation and enterprise never stop. Executive Director Roy Leckie takes a positive view on the long-term outlook for the world’s leading companies.
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Despite a convergence of headwinds, the healthcare sector offers diverse and exciting opportunities for investors. Lindsay Scott explores the powerful long-term trends that are unlocking new sources of earnings and profitability.
7 minute readDo stablecoins spell danger for Visa and Mastercard?
Stablecoins are growing in popularity, but Jamie Zegleman thinks they are unlikely to dislodge the global payments duopoly of Visa and Mastercard.
7 minute readDrones, AI, and cybersecurity: the new arsenal of European defence
As Europe boosts defence spending in response to rising geopolitical tensions, the technological transformation of warfare is changing how that money is spent. More cybersecurity and sensors, fewer bombs and bullets.
6 minute readDownside protection – the other side of the return equation
Long-term investment returns are not just about capturing rising markets. Protecting value is the other, sometimes underappreciated, side of the return equation.
4 minute read