Research Articles

Semiconductors: A Changing of the Guard

Semiconductors: A Changing of the Guard “While an early chip from the 1970s could fit thousands of micrometre-sized transistors, today’s most advanced chips are a complex web of billions of transistors, the smallest of which are just 10nm. To get some idea of how small that is: your fingernails grew 10nm in the time it […]

Covid-19: The Road to a Vaccine

Introduction In April 2020 we shared a conversation with Professor Gerry Graham, Chair of Immunology at Glasgow University. This provided an insight into the scientific nature of the COVID-19 coronavirus in the context of pandemics, how the spread might evolve, and the potential government and scientific responses. With regards to treatment options, Professor Graham suggested […]

Investing and The Virus

Investing beyond the virus The viral pandemic came from nowhere and will eventually be contained; it also seems likely that an effective vaccine will be ready by the end of the year (please see: Covid-19 A Dialogue, Edinburgh Partners). Economic life will start to pick up before then and in the short-term equity markets have […]

Covid-19: What Can Science Tell Us and What Are the Implications?

For financial markets, understanding the medical response is a precondition to understanding how the virus and the economic impact will unfold. To help us through these steps we have spent time with Professor Gerry Graham who is one of our expert advisors in the area of biological sciences.

Europe: A New Car Can Be Any Colour, as Long as It’s Green

Policymakers worldwide are tackling climate change through regulation and taxation. Typically, these policies have imposed costs on the users of carbon. An alternative approach is possible and in Europe the regulators will impose significant costs on the producers of cars rather than on drivers.

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