Recent thinking

AIQ: Cleaning Up Capitalism

To tackle the climate crisis, economies and markets need a systems reboot. In AIQ: Cleaning Up Capitalism, we examine what it will take to get us back on track to achieve net zero; from transforming the financial system and accounting, to decarbonising heavy industries and ensuring polluters pay.

Find out more
AIQ: Cleaning up capitalism

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.

Find out more
AIQ: The Tech Edition

The Little Book of Data

A curated collection of the infographics shaping our views on markets and economics. Limited availability, so reserve your copy of The Little Book of Data now.

 

Find out more
The Little Book of Data

The AIQ Podcast

We sit down with some of the best minds in economics, finance and academia to break down important ideas in investing, challenge conventional thinking, and have a bit of fun. The AIQ Podcast brings you the ideas that matter, the intuition behind the results, and the understanding to apply them.

Listen now
The AIQ Podcast

Macro House View

Our House View represents the best collective judgement of Aviva Investors on the current and future investment environment.

Executive Summary

A summary of our outlook for economies and markets.

Key investment themes and risks

The six key themes and risks which our House View team expect to drive financial markets.

Macro forecasts: charts and commentary

Our round-up of major economies; featuring charts and commentary.

Global market outlook and asset allocation

What our House View means for asset allocation and portfolio construction.

AIQ features

AIQ client matters