Biography
Main responsibilities
Since launching in 2016, the team behind AIQ have been driven by a common goal: to give our clients and other interested parties fresh insight into the biggest themes affecting financial markets and the global economy. We also offer insights on more specialised topics, such as portfolio construction and cashflow-driven investing.
Experience and qualifications
Too often, the content produced by the asset management industry is bland, jargon-heavy and self-serving. Recognising we don’t have all the answers, AIQ brings together the best independent experts and Aviva Investors’ investment professionals to offer a more rounded picture on the stories that matter. Open to fresh perspectives and committed to strong editorial principles, AIQ stands out. After all, it’s good to be different.
Our latest views
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Building advantage: Finding a competitive edge in European high yield real estate debt
While opportunities in European high yield real estate debt remain, growing competition underscores the need for deep market expertise, a robust underwriting framework, and disciplined deal selection to identify and capture resilient value.
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Bond Voyage: A journey into fixed income
In this month’s Bond Voyage, our emerging market (EM) debt team explains why, after a few false dawns, the stars seem to have aligned for EM local currency debt to outperform other global fixed income assets.
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MegaTRENDs: Why TRENDs matter for investing in private markets
A set of megatrends is reshaping the world, creating new opportunities and risks for investments in private markets.
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Slow and steady wins the race: The importance of diversification and dividends in uncertain markets
Global equity income fund manager Richard Saldanha explains why it’s time to be the tortoise, not the hare, when approaching today’s evolving and volatile market.
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Uncertainty and the correlation conundrum: Why it’s time to look at liquid alternatives in a new light
The current macro environment poses significant challenges for investors. Our AIMS Target Return team explain why a less conventional approach can help maintain portfolio resilience and unlock return opportunities.
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Decarbonising agriculture: Unlocking investment in sustainable land use
Agriculture is integral to reaching net-zero emissions and reversing nature loss. Its transition also presents huge investment opportunities. We held a roundtable of experts to discuss challenges and solutions.
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Multi-asset Bitesize: Presidents, policy and markets
Welcome back to Bitesize, our monthly data-viz series, where we unpack market developments in a single chart (or two), giving you sharp insights in under five minutes. This month, we explore what history can tell us about the likely market impact of the US-China tariff dispute.
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Complementing cash: Optimising cash in a rate-cutting cycle
As many central banks begin cutting interest rates, short-term bond strategies can offer a complement to cash holdings. Alastair Sewell explains.
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Bond Voyage: A journey into fixed income
In June, our credit teams look under the bonnet of the European industry’s growth engine.
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Money-market funds: An overview for corporate treasurers and investors
Nana Antwi provides an overview of money-market funds (MMFs) and their importance in cash management for corporate treasurers and many other investor types.
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The week in markets: Tariffs and tech dominate the week
Markets continued to digest the endless news flow on global tariffs, while Nvidia provided further indications of the resilience of company earnings in the first quarter of the year.
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The week in markets: Debt and deficits dominate
US fiscal concerns took centre stage this week, as investors reassessed the long-term sustainability of government debt.
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Multi-asset Bitesize: Why it pays to stay invested in the market
Welcome back to Bitesize, a monthly data-viz series in which we unpack market developments in a single chart (or two), giving you sharp insights in under five minutes. This month, we explore the recent gold rush, and the surprising implications of taking money out of the equity market during dips.
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Bucking the trend: Emerging market debt shows its mettle amid wider market turbulence
Emerging-market debt has proved a rare bright spot so far this year as investors struggle to assess the impact of US political upheaval. In this article, Carmen Altenkirch and Nafez Zouk advance reasons why the market is well placed to weather ongoing market turbulence.
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The week in markets: Markets bounce back
This week, equity markets have been riding a wave of optimism on the back of positive news flow, with the US stock market, as measured by the S&P 500, remarkably erasing its losses for the year.
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Illiquidity premia in private debt: Q1 2025
In our latest private markets deep dive, our research team crunches the data to see how evolving macro conditions are reflected in private debt returns.
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The Little Book of Data
Good data visualisation makes us see the world anew. The sixth edition of The Little Book of Data presents original and curated visuals, charts and graphics to offer a fresh perspective on topics shaping our world.
