Recent thinking

AIQ Client Matters

House View

A quarterly publication which encapsulates the thinking of our investment team.

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.