Latest equities thinking

  • Back to the future: Dr Eric Topol on AI in healthcare

    3 Oct 2019

    In the final article in our series on healthcare, we speak to the renowned cardiologist and author Eric Topol about his new book, Deep Medicine.

  • Substance over style?

    30 Sep 2019

    Why an agnostic approach beats equity style biases.

  • Big Tech bets on healthcare

    25 Sep 2019

    In the third of a four-part series on healthcare, we focus on technology. New tech innovations promise to deliver better treatments and cost efficiencies – but concerns over data protection and flawed AI persist.

  • Biotech disrupters shake up the drug discovery business

    18 Sep 2019

    In the second of a four-part series on healthcare, we look at how competition between Big Pharma, Chinese biotech and Silicon Valley is transforming the landscape of drug discovery.

  • Investors must hold bad bosses to account

    16 Sep 2019

    Institutional shareholders need to be as agile and active as private equity in dealing with failures of leadership.

  • Medicine, politics and investing: Tensions abound

    12 Sep 2019

    In the first of a four-part series on global healthcare, we look at why the sector is likely to take centre stage in the 2020 US elections and what this means for investors.

  • As China soars, emerging market investors need a rethink

    21 Aug 2019

    With China set to dominate EM equity indices over the coming decades, investors need to adjust their approach to the asset class, argues Alistair Way.

  • BP vote demonstrates power of engagement

    28 Jun 2019

    As climate change rises up the political agenda throughout the West and beyond, shareholders have an important role to play in limiting global fossil fuel consumption by pressuring oil companies to amend their strategies, argues Sora Utzinger.

  • 'Fairtrade for finance' should be a badge of honour - not a rubber stamp

    21 Jun 2019

    A Fairtrade-style kitemark for responsible investment is in the pipeline. Properly implemented, the initiative should improve industry standards on ESG, writes Steve Waygood.

  • Talking with David Cumming

    6 Jun 2019

    Talking equities, markets and playing the piano with David Cumming, Chief Investment Officer, Aviva Investors and Richard Romer-Lee, Square Mile.

  • China property: Building concerns

    31 May 2019

    China’s property market is a microcosm of China’s debt problem, with mega developers potentially becoming ‘too big to fail’. While returns have been strong and selective opportunities can still be found, investor caution is deepening as the authorities tackle systemic weakness.

  • All to play for: The video games industry reaches a turning point

    15 May 2019

    As Google and Apple expand into video games, we explore where the industry is heading – from 'free-to-play' to the rise of cloud streaming – and what the coming wave of disruption means for investors.

Subscribe to AIQ

Receive our insights on the big themes influencing financial markets and the global economy, from interest rates and inflation to technology and environmental change. 

Subscribe today

AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
Read more

House View

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

Read more