Latest economic research thinking

  • Our annual letter to company chairpersons

    24 Jan. 2022

    As a key part of our engagement efforts, every January we send a letter to the chairs of companies we invest in (and some we don’t, but still want to use our influence with) to set out our stewardship priorities for the year. Here, in full, is our 2022 letter.

  • Race, ethnicity and investing: Where are we now?

    20 Jan. 2022

    In late 2020, AIQ spoke to Aviva Investors’ senior management about institutional racism and the continued under-representation of black people in finance. They outlined a series of key actions, to improve in-house diversity and inclusion and our engagement with investee companies. A little more than a year on, we explore areas of progress, where more needs to be done, and plans for 2022 and beyond. 

  • Nature shock: Grappling with nature-based risk

    19 Jan. 2022

    Could nature degradation prove a significant threat to corporate and financial stability? As climate change accelerates, oceans acidify, deforestation and soil erosion continue and species are lost, this important question is weighing on investors and financial regulators around the world.

  • Investing for climate action: Easy as SBTs?

    11 Jan. 2022

    With governments struggling to turn words into action on climate change, investors can ensure the private sector plays its part by pushing firms to adopt science-based targets, argues Rick Stathers.

  • Lessons from tech and military: Why asset managers need to be agile to stay effective and relevant

    22 Dec. 2021

    Asset managers must promote diversity of thought if they are to future-proof their businesses and provide clients with great service. They can learn valuable lessons on how to do this from tech companies, military leaders and ancient philosophers, writes Apiramy Jeyarajah, head of UK wholesale at Aviva Investors.

  • A tough job: Decarbonising heavy industry

    20 Dec. 2021

    Heavy industry and heavy-duty transport are responsible for nearly a third of global carbon dioxide emissions. While reducing emissions from these sectors will be difficult, the transformation will create opportunities for investors.

  • The social transition: Investing for a more equitable world

    14 Dec. 2021

    Recognising that being a good corporate citizen is the right thing to do and pays off is something investors and the financial community need to think harder about, argue Vaidehee Sachdev and Matt Kirby.

  • Waste not, want not: An investor’s guide to the circular economy

    10 Dec. 2021

    Using the examples of electronics, food, autos and fashion, we explore the benefits of, and challenges to achieving, a more circular economy.

  • Restoring and caring for the natural world: An interview with John Willis

    9 Dec. 2021

    Scientists around the world have highlighted the need to tread more lightly on the planet, halting then reversing the decline of the natural world. But the financial community, including investors, has been slow to respond.

  • Thinking outside the box: Embracing neurodiversity at work

    30 Nov. 2021

    Enabling neuroinclusion in the workplace still has a long way to go, although better understanding and simple adjustments could make a world of difference.

  • What does the data say? Parcels, the (other) Amazon and COVID-19

    26 Nov. 2021

    In this month’s instalment of our visual series on topical data themes, we look at the steep increase in deliveries, the continued deforestation of the Amazon rainforest and the rise of COVID-19 in Europe.

  • Beyond borders: Reflections on a historic COP meeting

    19 Nov. 2021

    COP26 was billed as ‘the most important meeting in history’. Steve Waygood had a front row seat and shares his thoughts on the climate conference.

Subscribe to AIQ

Receive our insights on the big themes influencing financial markets and the global economy, from interest rates and inflation to technology and environmental change. 

Subscribe today

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