Latest economic research thinking
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The week in markets: 100 days of President Trump
2 May 2025
Risk assets bounced back this week following increased hopes of a further de-escalation in the trade war and a positive earnings cycle.
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Future proofing fixed income
16 Apr. 2025
Advances in data analytics and AI-driven insights are changing the landscape in fixed income investing, and the pace of change in innovation and technological adoption is remarkable.
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2025 voting trends: Four themes to watch
17 Mar. 2025
As AGM season gets under way, we look at the key trends that will shape resolutions and lay out our guiding principles for voting.
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Transition finance: How the UK can lead as transition finance reshapes investing and economies
18 Feb. 2025
As a member of the UK’s newly formed Transition Finance Council, Mark Versey explains why and how a transition finance lens can transform investing.
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US election 2024: Some initial thoughts from our fund managers
6 Nov. 2024
Aviva Investors fund managers Edward Hutchings, Liam Spillane and Max Burns offer their initial thoughts on what the US election means for financial markets.
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Blueprints for a greener economy: Creating a transition planning ecosystem
25 Jun. 2024
National transition plans can give investors support, confidence and direction to accelerate the flow of finance to bring about a low-carbon economy. As such, they should be seen as a strategic opportunity.
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Nothing to fear: Sustainable investing trade-offs
19 Jun. 2024
Sustainable investing, and the supposed trade-offs involved, have been a topic of heated debate. But trade-offs are a fundamental part of all types of investment; the key is to be clear about your objectives, as Mirza Baig explains.
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The tipping point for climate finance: Making financial flows consistent with the Paris Agreement
29 Nov. 2023
Transition plans, including from governments in response to the Global Stocktake, will be crucial to bring about the shift to a low-emissions, climate-resilient world. Markets need clear implementation signals to align capital with the goals of the Paris Agreement. Our in-depth report calls for the creation of a transition-plan ecosystem connecting all levels of the global economy.
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Confronting a permacrisis? The intersection between antimicrobial resistance, climate change and biodiversity loss
23 Nov. 2022
Will a warmer and less biodiverse world give pathogens new opportunities, and do we have the tools to confront disease? This report discusses the complex intersection of three planetary crises and calls for urgent action to slow resistance to antimicrobial drugs – an obvious public health emergency.
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Patterns, partnerships and a Marshall Plan for the planet: An interview with Nigel Topping
21 Sep. 2022
The UN Climate Change High-Level Champion for the COP26 summit in the UK sets out how the private and public sectors can work together to tackle the climate crisis and other systemic threats. Words by Miles Costello.
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Ring the changes: An interview with Kate Raworth
16 Sep. 2022
The influential academic speaks to AIQ about the flaws in traditional economic thinking and how her revolutionary “Doughnut” offers a fresh approach to solving the world’s greatest problems.
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Moving mountains and markets: A new way to approach systematic risk
14 Sep. 2022
A series of market failures have brutally exposed the shortcomings of Modern Portfolio Theory. However, market participants play an active role in markets; they are not mere bystanders. Understanding this could provide a better way to think about and deal with systematic risk.
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