Latest economic research thinking

In brands we trust

7 Jul 2021

The tech-driven trend toward direct-to-consumer is transforming consumer brands, their intermediaries and their marketing. Intimate relationships with customers and new shopping experiences are alluring, but companies must tread a fine line between hyper-personalisation and intrusion.

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Quantum leap

6 Jul 2021

Quantum computers have the potential to shake up finance, cybersecurity and other sectors. But investors hoping to profit from the new technology must be patient – and separate reality from hype.

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The taming of the few

1 Jul 2021

Regulatory authorities around the world are targeting the big US tech giants. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold and influence on numerous economic sectors will be hard to loosen.

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How to assess social value: Guidance from Hatch

29 Jun 2021

Asset managers of many different hues claim they are thinking harder about their social role: the ‘S’ in ESG. But evaluating social value generated from investment decisions is not straightforward, as consultant Dr Kelly Watson from Hatch explains.

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What does the data say? Corporate tax, climate litigation and pub blues

25 Jun 2021

In this month’s instalment of our visual series on topical data themes, we look at corporation tax rates, climate-related litigation and the ongoing misfortune of pubs.

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The rise of retail investors

17 Jun 2021

Individual investors have long been derided for buying and selling investments at the worst possible moment. But recent events suggest this characterisation is outdated.

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Kings, Dukes and superfunds: An interview with Edi Truell

16 Jun 2021

In a wide-ranging conversation with AIQ, the self-described “disruptive capitalist” whizzes through the highlights of a varied career and ambitions for his latest venture, the UK’s first consolidating pension ‘superfund’. Words by Miles Costello.

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Carbon accounting: Measuring what matters

11 Jun 2021

The focus on net-zero targets has intensified scrutiny on measurement and disclosure of greenhouse gas emissions. But carbon accounting is a young art, explains Dr Matthew Brander, senior lecturer at the University of Edinburgh.

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Action now! Accelerating litigation to meet climate targets

3 Jun 2021

A landmark legal ruling in the Hague has ordered Royal Dutch Shell to move faster to bring its emissions in line with the Paris Agreement on climate. Thomas Tayler, a trained lawyer and senior manager at Aviva Investors’ Sustainable Finance Centre for Excellence, assesses the fallout.

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What does the data say? Tesla, the halo effect and reasons for CEO departures

28 May 2021

In the latest instalment of our visual series on topical data themes, we look at Tesla’s market cap relative to the European “Big Five” carmakers, the average CSR spending of FTSE 100 companies versus their procurement budget and the most common reasons for a CEO to leave a company.

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A tale of two hemispheres: Economic recovery from COVID-19

26 May 2021

While much of the developed world appears to be on the road to recovery, aided by the rapid roll-out of vaccines, the outlook for many poorer countries is far less favourable, says Ian Pizer.

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Carbon credits: Seeing the wood for the trees

20 May 2021

As governments and companies strive to reduce carbon emissions and achieve net zero, questions are being asked about the role of natural climate solutions. We analyse differing approaches to offsetting and their impact on forest management.

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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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