Recent thinking

AIQ Investment Thinking

Economic Research

The future is Asian an interview with Parag Khanna

20 Feb 2019

How will the rise of emerging Asian economies affect the global balance of market and economic power? AIQ speaks to a leading authority on the subject.

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House View

A quarterly publication which encapsulates the thinking of our investment team.

Executive Summary

A summary of our outlook for economies and markets.

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Key investment themes and risks

The six key themes and risks which our House View team expect to drive financial markets.

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Macro forecasts: charts and commentary

Our round-up of major economies; featuring charts and commentary.

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Global market outlook and asset allocation

What our House View means for asset allocation and portfolio construction.

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