Recent thinking

How Manchester transformed into a city of the future
26 Feb 2021
Once an industrial powerhouse, Manchester reversed its decline to become one of Europe's top creative capitals. Watch our video to find out why we call it a city of the future.
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Multi-asset allocation views: Room to grow
16 Feb 2021
The early part of a year gives investors an opportunity to take stock. Sunil Krishnan reflects on how the current environment is shaping our views for multi-asset portfolios.
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A time for action: Race, ethnicity and investing
28 Jan 2021
In a two-part feature, we look at what asset managers need to focus their engagement efforts on to make a difference on anti-black racism, and why the industry needs to get its own house in order.
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A time for action: Race, ethnicity and investing
28 Jan 2021
In a two-part feature, we look at what asset managers need to focus their engagement efforts on to make a difference on anti-black racism, and why the industry needs to get its own house in order.
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The path for oil and gas after COVID-19
20 Jan 2021
Post-COVID recovery initiatives from governments are increasingly taking a green path, but the response of oil and gas companies so far runs from denial to complete reinvention. Should they continue pumping oil for as long as they can to avoid destroying capital for investors, or do they need to accelerate efforts to future proof their businesses now?
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COVID, climate and Black Lives Matter: The stories that defined 2020
10 Dec 2020
We select some of our key pieces of content in a year of unending drama.
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Income investing: The return of Goldilocks and the three bears
3 Dec 2020
The Goldilocks environment is back, but bears are lurking in the shadows. Francois de Bruin explores the risks and opportunities that need to be managed to get outcomes that are “just right”.
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Race, ethnicity and investing: Practice what you preach
28 Oct 2020
In the second article in our series on racism, we explain why asset managers need to get their own house in order to be a credible agent for change at the companies they invest in.
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Race, ethnicity and investing: A time for action
28 Oct 2020
In the first of a two-part series on anti-black racism, we look at five areas asset managers need to focus on if their engagement efforts are to make a positive difference.
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Prime time: How streaming is reshaping film and TV
22 Oct 2020
The last ten years have seen the film and television industry transform beyond recognition. In the latest instalment of our editorial series, Link, experts from our credit and equity teams discuss whether streaming will continue its inexorable reshaping of the media landscape.
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Home and leisure in a pandemic: Girls (and boys) still want to have fun
13 Oct 2020
From cinemas to cruises, the consumer-driven home and leisure sector was hit hard by lockdown restrictions. With economies reopening in a disjointed manner, some sub-sectors have rebounded quickly while others continue to struggle. Here, we look at how the pandemic is reshaping the industry and the implications for investors.
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When equity becomes debt: The untapped potential of amortising-lease real estate
9 Oct 2020
Pension schemes seeking alternatives to bonds may find amortising leases a compelling option, writes Luke Layfield.
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Five charts that show Manchester is a city of the future
20 Aug 2020
In this short, visual article we present five charts that show why Manchester is such a rich, vibrant and economically prosperous city. Our view is that the ingredients of connectivity, culture, talent, scale and scientific heritage make the city well-equipped to thrive in the coming years and decades.
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The AIQ Podcast: Risk and resilience in an age of uncertainty
11 Aug 2020
The latest episode of the AIQ podcast explores the nature of risk in an uncertain world. How can we stay resilient when the unexpected occurs?
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Longevity, policy and technology: An interview with Andrew Scott
6 Aug 2020
Living longer brings enormous opportunities to reshape how we spend our time. But in the first of a two-part interview, Andrew Scott from London Business School explains how advances in longevity and technology have not been matched by innovation in social structures or our approach to financial planning.
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Where can investors put cash to work when rates go negative?
30 Jul 2020
Just when investors thought they couldn’t sink any lower, the economic shock caused by COVID-19 has put further downward pressure on interest rates in developed markets. Caroline Hedges, head of global liquidity portfolio management at Aviva Investors, looks at the impact on money market funds.
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