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Weekly Market Commentary
Our latest Weekly Market Commentary explores the key themes shaping the week ahead.
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The importance of competition
Competition has driven economic progress, but tech giants and China’s rise challenge traditional measures based on consumer prices. Winner-takes-all markets are concentrating power, potentially limiting innovation and productivity. While new technologies may decentralise influence, uncertainty remains, making adaptable regulation and diversified investing essential for navigating a transforming global competitive landscape.
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The future of work
Humans evolved unique imagination, collective knowledge, and empathy; despite AI advances, diverse individuality and shared intelligence ensure human workplace value.
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Investing in technological change
The relationship between innovation and investment returns is often misunderstood. Some will simply look at certain types of companies as the beneficiaries, or perhaps the instigators of, innovation. The technology sector, and some of the sub-sectors within, tend to be very popular of course. We look at some of the ways that this has been wrong in the past…
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