Latest economic research thinking

  • China’s precarious balancing act

    24 Apr. 2019

    China is stepping up efforts to stabilise growth after it sagged last year to a three-decade low. But by piling more debt on an already highly leveraged economy, Beijing looks to be storing up problems for the future.

  • Could the euro zone periphery head off the rails again?

    2 Apr. 2019

    Almost a decade on from the sovereign debt crisis, we explore whether the euro zone’s peripheral economies have materially improved or old vulnerabilities will again become apparent as growth slows.

  • Trading places: Southeast Asia seizes opportunities amid US-china spat

    14 Mar. 2019

    Trade wars have disrupted supply chains and weighed on stock performance in emerging markets. But as manufacturing companies shift production away from China to evade tariffs, some of its neighbours are thriving.

  • ECB support reveals much about Europe's lenders

    12 Mar. 2019

    With cheap loans returning to the European Central Bank’s toolkit, questions must be asked again about the health of the region’s banks.

  • The future of retirement

    28 Feb. 2019

    The idea that in one’s sixties it might be time to step out of work and retire into a life of leisure is relatively recent. But with more people living longer, expectations of retirement are being reshaped.

  • The trouble with capitalism

    28 Feb. 2019

    Around the world, political and economic liberalisation have gone hand in hand since the early 1980s. However, as more countries turn to populist leaders, could the world be about to fall out of love with free-market economics too?

  • The ties that bind

    28 Feb. 2019

    Brexit continues to dominate headlines in the UK, but the European Union faces other long-term challenges, from the rise of Euroscepticism in Italy to the stalled progress of euro zone reform.

  • Future of the euro zone: An interview with Ashoka Mody

    21 Feb. 2019

    The received wisdom on the euro zone is that it needs to become more tightly integrated to survive. To ensure the resilience of the monetary union, fiscal transfers to peripheral economies and risk-sharing via the mutual issuance of Eurobonds are necessary and perhaps inevitable. Princeton economist Ashoka Mody takes a different view.

  • The future is Asian: An interview with Parag Khanna

    20 Feb. 2019

    How will the rise of emerging Asian economies affect the global balance of market and economic power? AIQ speaks to a leading authority on the subject.

  • Can central banks maintain their independence?

    14 Feb. 2019

    Central bank independence is widely regarded as a prerequisite for successful monetary policy. However, with economies having struggled over the past decade and inflation no longer seen as a problem, that view is being contested, argues Stewart Robertson, chief economist at Aviva Investors.

  • Rising volatility may boost yen but hit dollar

    12 Feb. 2019

    Greenback’s role as a haven is threatened by US debt load and cyclical shortcomings

  • The big interview with David Miliband: The West in retreat

    31 Jan. 2019

    In our Big Interview, David Miliband talks to AIQ about the growing humanitarian emergency in war-torn countries, the retreat from global engagement by the West and the future of centre-left politics.

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