Biography
Main responsibilities
Since launching in 2016, the team behind AIQ have been driven by a common goal: to give our clients and other interested parties fresh insight into the biggest themes affecting financial markets and the global economy. We also offer insights on more specialised topics, such as portfolio construction and cashflow-driven investing.
Experience and qualifications
Too often, the content produced by the asset management industry is bland, jargon-heavy and self-serving. Recognising we don’t have all the answers, AIQ brings together the best independent experts and Aviva Investors’ investment professionals to offer a more rounded picture on the stories that matter. Open to fresh perspectives and committed to strong editorial principles, AIQ stands out. After all, it’s good to be different.
Our latest views
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Prospect of IMF-led reforms attracts debt investors to Africa
Countries in receipt of IMF support often see rapid economic improvements. But local knowledge is crucial for bond investors chasing the ‘IMF trade’, says Carmen Altenkirch.
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The war on bugs: Climate change contributes to growth in the pest-control industry
Pest control has become a growing priority for city residents and authorities all year round, as rising temperatures and other factors boost the populations of many pest species. But in creating adaptation solutions, the sector could also represent a long-term investment opportunity.
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Illiquidity premia in private debt: Q4 2023
In our latest real assets deep dive, our research team crunches the data to see how evolving macro conditions are reflected in private debt returns.
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Bond Voyage: A journey into fixed income
In the latest instalment of our monthly series, our investment-grade, high-yield, emerging-market and global sovereign bond teams explore the key talking points in fixed income.
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Multi-asset allocation views: What’s behind Japan’s stock-market sugar rush?
Following unsuccessful attempts in the past, the Japanese government’s structural reforms now seem to be bearing fruit. This has contributed to a record high on the Japanese stock-market, but is it sustainable?
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Too hot, too cold, or just right? The outlook for investment-grade credit
Investment-grade credit has had an encouraging start to 2024 – but are these really “Goldilocks” conditions for the asset class? In their latest Q&A, James Vokins and Chris Higham from our credit team discuss opportunities and risks in this market.
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Heading for a soft landing? A Q&A with Peter Fitzgerald and Ian Pizer
The managers of the AIMS Target Return strategy explain why equities look to be a better option than bonds given growing expectations the US central bank has engineered a “soft landing”.
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Credit spreads and climate solutions: The outlook for climate-focused bond investors
For the first time in three years, interest rates should no longer be a headwind for credit markets in 2024, but other forms of uncertainty may affect climate-aware bond investors. Our credit experts discuss the key themes they expect to play out over the coming months.
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Bond Voyage: A journey into fixed income
In the latest instalment of our monthly series, our investment-grade, high-yield, emerging-market and global sovereign bond teams look ahead to the key themes that are likely to shape fixed-income markets in 2024.
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The tide turns: The outlook for fixed income in 2024
After a challenging period for fixed-income markets, conditions look to be right for a better year in bonds.
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Measure for measure: Why the business of benchmarks matters to investors
Investors rely on benchmarks for data – but benchmarks can also represent investment opportunities in themselves. So how can we identify companies whose benchmarks are likely to have staying power?
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Des res: Opportunities in rental housing for institutional investors
Jonathan Bayfield examines the fundamentals of this asset class, as well as the opportunities and risks for real-estate investors.
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Common ground: Earning a social licence to operate in real asset investing
Successful real asset investing requires acceptance of asset managers’ practices and procedures from a variety of stakeholders. We explore what this means for managers, their clients and investment outcomes.
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Bond Voyage: A journey into fixed income
In this new year instalment of our monthly series, our investment-grade, high-yield, emerging-market and global sovereign bond teams share their fixed-income resolutions.
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Plus ça change…The outlook for infrastructure debt in 2024
Infrastructure demonstrated characteristic resilience in 2023 in the face of significant macroeconomic headwinds. Darryl Murphy from our infrastructure team explains why he expects current themes to persist in 2024.
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Rates, regulation and the dash for cash: The outlook for liquidity investors in 2024
Alastair Sewell answers the seven key questions on the minds of liquidity investors heading into 2024.
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The Little Book of Data
Good data visualisation makes us see the world anew. The sixth edition of The Little Book of Data presents original and curated visuals, charts and graphics to offer a fresh perspective on topics shaping our world.