Latest equities thinking

Biotech disrupters shake up the drug discovery business

18 Sep. 2019

In the second of a four-part series on healthcare, we look at how competition between Big Pharma, Chinese biotech and Silicon Valley is transforming the landscape of drug discovery.

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Investors must hold bad bosses to account

16 Sep. 2019

Institutional shareholders need to be as agile and active as private equity in dealing with failures of leadership.

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Medicine, politics and investing: Tensions abound

12 Sep. 2019

In the first of a four-part series on global healthcare, we look at why the sector is likely to take centre stage in the 2020 US elections and what this means for investors.

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As China soars, emerging market investors need a rethink

21 Aug. 2019

With China set to dominate EM equity indices over the coming decades, investors need to adjust their approach to the asset class, argues Alistair Way.

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BP vote demonstrates power of engagement

28 Jun. 2019

As climate change rises up the political agenda throughout the West and beyond, shareholders have an important role to play in limiting global fossil fuel consumption by pressuring oil companies to amend their strategies, argues Sora Utzinger.

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Fairtrade for finance

21 Jun. 2019

A Fairtrade-style kitemark for responsible investment is in the pipeline. Properly implemented, the initiative should improve industry standards on ESG, writes Steve Waygood.

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Talking with David Cumming

6 Jun. 2019

Talking equities, markets and playing the piano with David Cumming, Chief Investment Officer, Aviva Investors and Richard Romer-Lee, Square Mile.

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China property: Building concerns

31 May 2019

China’s property market is a microcosm of China’s debt problem, with mega developers potentially becoming ‘too big to fail’. While returns have been strong and selective opportunities can still be found, investor caution is deepening as the authorities tackle systemic weakness.

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All to play for: The video games industry reaches a turning point

15 May 2019

As Google and Apple expand into video games, we explore where the industry is heading – from 'free-to-play' to the rise of cloud streaming – and what the coming wave of disruption means for investors.

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Disruption and opportunity: China’s retail revolution

3 May 2019

China’s consumer slowdown has prompted concern among economists and investors. But a closer look at the country’s retail trends reveals a case for long-term optimism.

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The future of transport: Mapping the way ahead

29 Mar. 2019

New technologies, including electric and autonomous vehicles, big data, blockchain and artificial intelligence, will have significant consequences for the transport sector and beyond.

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The AIQ Podcast: The future of Europe

21 Mar. 2019

This latest episode of the AIQ Podcast explores what the future holds for the European project ahead of the European elections.

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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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