Latest economic research thinking

Without a global finance plan, the climate moonshot will fail

13 Oct 2021

If the world is to achieve the goals of the Paris Agreement, the international financial architecture needs far stronger coordination under a re-tooled OECD, writes Steve Waygood.

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Regulatory shifts in China: A new fork in the road?

12 Oct 2021

Investors in China should view recent interventions by the government in the context of its history and longer-term strategic ambitions, argues Amy Kam.

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From outside-in to inside-out: Transforming finance for impact

8 Oct 2021

To meet the goals of the Paris Agreement, finance must embrace a holistic approach to managing its impact on the environment. Eric Usher, head of UNEP FI, talks to AIQ about this shift in focus and the importance of public and private sector collaboration.

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Actions and words: An interview with Dale Vince

6 Oct 2021

The prominent climate change campaigner and founder of green energy supplier Ecotricity discusses biogas, the energy crisis and the need for a shake-up in government policy to achieve net zero in a wide-ranging interview with AIQ. Words by Miles Costello.

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The climate wars: Why rising temperatures mean rising conflict

23 Sep 2021

With tensions set to rise further as disputes over scarce resources intensify, we look at the geopolitical, economic and investment implications.

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The AIQ Podcast: China's tech crackdown

21 Sep 2021

China’s regulators are taking swift, radical action against tech companies they consider to be too big and powerful. How should foreign investors respond?

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Crisis or opportunity of a lifetime? Rethinking the future of the planet

7 Sep 2021

Will a world beset with challenges spin into catastrophic breakdown or spur humanity to change and reach new heights? John Elkington, widely regarded as the ‘godfather of sustainability’, contemplates the future with AIQ.

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The taming of the few

27 Aug 2021

Despite accusations Big Tech companies are too powerful, their stranglehold across sectors will be hard to loosen. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold on numerous economic sectors will be hard to loosen.

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What does the data say? Climate change, real yields and live TV

27 Aug 2021

In the latest instalment of our visual series on topical data themes, we look at the latest IPCC report, the significant decline in US real yields and people’s live TV versus streaming habits.

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Pricing carbon: Taxing polluters is the only way forward

26 Aug 2021

Nearly three decades after it first agreed to tackle climate change, the world has failed miserably to curb the growth in CO2 emissions. To succeed, it urgently needs to establish an effective price for carbon.

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Climate emergency: The state of the planet

24 Aug 2021

The Intergovernmental Panel on Climate Change Sixth Assessment Report brings together conclusions from the latest scientific studies on the physical science of the climate system. Aviva Investors’ climate specialist Rick Stathers assesses the evidence and the implications for investors.

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The going gets tough: Can heavy industry decarbonise?

23 Aug 2021

Heavy industry and heavy transport are hard to decarbonise, but this must be done to reach net-zero emissions by 2050. Can companies, policymakers and investors join forces to make it happen? The race is on…

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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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