Latest economic research thinking

  • From outside-in to inside-out: Transforming finance for impact

    8 Oct. 2021

    To meet the goals of the Paris Agreement, finance must embrace a holistic approach to managing its impact on the environment. Eric Usher, head of UNEP FI, talks to AIQ about this shift in focus and the importance of public and private sector collaboration.

  • Actions and words: An interview with Dale Vince

    6 Oct. 2021

    The prominent climate change campaigner and founder of green energy supplier Ecotricity discusses biogas, the energy crisis and the need for a shake-up in government policy to achieve net zero in a wide-ranging interview with AIQ. Words by Miles Costello.

  • 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.

  • 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.

  • The taming of the few

    27 Aug. 2021

    Despite accusations Big Tech companies are too powerful, their stranglehold across sectors will be hard to loosen. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold on numerous economic sectors will be hard to loosen.

  • 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.

  • 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.

  • 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.

  • 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…

  • Action now! Landmark legal ruling could have far-reaching implications for investors

    23 Aug. 2021

    With climate action frustratingly slow, the legal profession is being called in to accelerate the pace of change.

  • 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.

  • 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.

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