Latest economic research thinking

What does the data say? Are we close to 1970’s-style stagflation?

29 Jul 2022

In this month’s instalment of our visual series on topical themes, we look at whether the global economy is heading towards stagflation.

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The AIQ Podcast: Taking stock of nature risk

15 Jul 2022

The idea that human actions are bringing natural systems close to breakdown, threatening livelihoods and financial stability, is making asset managers think harder about nature risk and the environmental dependencies in investee companies.

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Investing in a just transition to net zero: A Q&A with Nick Robins

30 Jun 2022

Reaching net zero by 2050 will require significant injections of capital. But it is also an opportunity to rethink social relationships, as Professor Nick Robins explains.

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Supply chains, painkillers and gene editing: ESG risks in pharma

29 Jun 2022

Reflecting on ESG risks in the pharmaceutical industry, Sora Utzinger discusses supply chains and counterfeit medicines, access to painkillers, and the ethics of gene editing.

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What does the data say? Biodiversity loss: From horror to hope

24 Jun 2022

In this month’s instalment of our visual series on topical themes, we explore the world of biodiversity.

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Levelling up for a new social contract

21 Jun 2022

The global financial crisis of 2007 and the COVID-19 pandemic widened social inequalities, with vulnerable communities hit the hardest. Governments, investors and companies all have a duty to address the issue.

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Antimicrobial resistance: Q&A with Dame Sally Davies

10 Jun 2022

Resistance to antibiotics is already killing millions. Professor Dame Sally Davies, UK Special Envoy on Antimicrobial Resistance, spoke to AIQ on the latest developments to counter antimicrobial resistance Antimicrobial Resistance (AMR) in the UK and globally.

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The AIQ Podcast: Investing towards a new social contract

9 Jun 2022

As life returns to some form of normality, governments are free to move their focus from COVID-19 to left-behind communities and delivering a just transition. This is important to secure long-term economic outcomes, but also comes with investment opportunities and risks.

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Deep water: Ten threats to marine ecosystems

8 Jun 2022

Our air, weather, food, the health of diverse marine life and millions of jobs all depend on the ocean. But we have not done well as custodians of marine ecosystems. Here, we set out ten ways where human actions threaten the health of an essential environment.

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Is stagflation set to make an unwanted return?

18 May 2022

Surging inflation is leading to fears the world economy could be heading towards recession. While there are diverging views on whether we are entering a new era of stagflation, the medium-term growth-inflation trade off looks set to worsen with big implication for asset prices, argue Michael Grady and Peter Fitzgerald.

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The investment case for nature

17 May 2022

The impact of economic activity on the natural world has long been ignored. However, governments, companies and investors can all play a role in helping to protect nature.

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Levelling up: Investing towards a new social contract

17 May 2022

As we learn to live with COVID-19, focus is returning to delivering a just transition. This is important to secure long-term investment outcomes, but also presents direct opportunities.

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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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