Recent AIQ features

AIQ: The Tech Edition

Bill Gates famously noted: “We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten.” We explore the wide-ranging investment implications of innovation and technological progress in AIQ: The Tech Edition.

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AIQ: The Tech Edition

AIQ: The Risk Edition

COVID-19 has shown how quickly a single event can disrupt a globalised economy. AIQ explores some of the biggest threats facing the world, from cybersecurity to environmental disasters, and considers the investment implications.

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AIQ: The Risk Edition

The Little Book of Data

Visual vignettes to help us better understand the world and provoke thought, sign up to receive our hard copy coffee table book of data visualisations, The Little Book of Data.

 

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The Little Book of Data

AIQ 013: The Now Normal

AIQ 012: The Risk Edition

AIQ 011: The Climate Edition

AIQ 010: Connected Thinking

AIQ 009: Emerging Markets

AIQ 008: The Future Edition

AIQ 004: China's Future

Previous editions

AIQ 003: Artificial Intelligence

We focus on the revolutionary area of artificial intelligence which, depending on your perspective, will transform humankind for the better or lead to a dystopian future where machines control the planet. Technology features prominently elsewhere in this issue, as we look at Big Data and 3D printing. We also consider a world without central bank support and the future of asset management.

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AIQ 003: Artificial Intelligence

AIQ 002: Spheres of Influence

We look at whether national self-interest in the US, China and Russia will lead to the emergence of new ‘spheres of influence’, and the potential economic and market ramifications. In this issue, we also take a look at how robo advice is shaking up the intermediary market, the fintech revolution in China and why demographic shifts will be a major driver of investment performance.

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AIQ 002: Spheres of Influence

AIQ 001: The Amazon Effect

We consider the insatiable ambition of Amazon to conquer new markets. Also in this issue, Aviva Investors’ CEO Euan Munro outlines what the asset management industry needs to do to win back public trust; while US policymaker Andy Stern makes his case for a universal basic income.

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AIQ 001: The Amazon Effect

AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
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House View

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

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