Latest economic research thinking

The climate wars: Why rising temperatures mean rising conflict

23 Sep. 2021

With tensions set to rise further as disputes over scarce resources intensify, we look at the geopolitical, economic and investment implications.

Read more

The AIQ Podcast: China's tech crackdown

21 Sep. 2021

China’s regulators are taking swift, radical action against tech companies they consider to be too big and powerful. How should foreign investors respond?

Read more

Crisis or opportunity of a lifetime? Rethinking the future of the planet

7 Sep. 2021

Will a world beset with challenges spin into catastrophic breakdown or spur humanity to change and reach new heights? John Elkington, widely regarded as the ‘godfather of sustainability’, contemplates the future with AIQ.

Read more

What does the data say? Climate change, real yields and live TV

27 Aug. 2021

In the latest instalment of our visual series on topical data themes, we look at the latest IPCC report, the significant decline in US real yields and people’s live TV versus streaming habits.

Read more

Pricing carbon: Taxing polluters is the only way forward

26 Aug. 2021

Nearly three decades after it first agreed to tackle climate change, the world has failed miserably to curb the growth in CO2 emissions. To succeed, it urgently needs to establish an effective price for carbon.

Read more

Climate emergency: The state of the planet

24 Aug. 2021

The Intergovernmental Panel on Climate Change Sixth Assessment Report brings together conclusions from the latest scientific studies on the climate system. Aviva Investors’ climate specialist Rick Stathers assesses the evidence and the implications for investors.

Read more

The going gets tough: Can heavy industry decarbonise?

23 Aug. 2021

Heavy industry and heavy transport are hard to decarbonise, but this must be done to reach net-zero emissions by 2050. Can companies, policymakers and investors join forces to make it happen? The race is on…

Read more

Building brands that sell directly to consumers

20 Aug. 2021

The trend towards selling goods and services directly to consumers is transforming consumer brands and the world of shopping. Companies are learning how to interact directly with consumers, using new marketing techniques and a vast amount of data to influence their behaviour. However, the relationship between brands and consumers is fragile, and allowing trust in a brand to erode can be fatal.

Read more

No more command and control: To deliver for clients, asset managers need to be agile

12 Aug. 2021

Asset managers need to dismantle hierarchies and promote diversity of thought if they are to future-proof their businesses. They can learn valuable lessons from tech companies, military leaders and even ancient philosophers, writes Apiramy Jeyarajah.

Read more

Are bond investors too complacent about inflation?

11 Aug. 2021

US Treasury yields have fallen appreciably in recent weeks, seemingly dismissing the threat of rising consumer prices. Some investors could be in for a nasty surprise if inflation proves more intransigent than anticipated, argue Michael Grady and Katarina Cohrs.

Read more

Will accountants save the world? An interview with Richard Murphy

6 Aug. 2021

A shake-up in company reports and accounts to consider companies’ environmental impact could radically alter the way they are assessed, argues the influential political economist and accountant.

Read more

What does the data say? Dogecoin, Nike D2C and the North American heatwave

30 Jul. 2021

In this month’s instalment of ‘What does the data say?’, we look at the incredible rise of Dogecoin, Nike’s direct-to-consumer strategy and the highest temperature ever recorded in Canada.

Read more

AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
Read more

House View

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

Read more