Latest equities thinking

Follow the leader: Why companies should take the drama out of CEO succession planning

19 Jan 2023

Botched leadership handovers can severely impair company performance. To satisfy investors, boards need to take succession planning more seriously, argue Trevor Green and Louise Piffaut.

Read more

Charging up: Batteries and the fight against climate change

5 Jan 2023

Batteries are set to play a crucial role in helping to decarbonise the global transport and energy sectors. As capital floods into an industry experiencing exponential growth, we look at the key considerations for investors.

Read more

Avoiding tunnel vision: UK equity income 2023 outlook

20 Dec 2022

Chris Murphy and James Balfour, co-fund managers of our UK equity income strategy, reflect on the big shifts in 2022 and what they could mean for the asset class in 2023.

Read more

Global equity income Q&A: Richard Saldanha on dividends and downturns

28 Oct 2022

In a challenging economic environment, where can income investors find companies that can grow and sustain dividends? Richard Saldanha answers the big questions.

Read more

The ‘Hotel California’ effect: Why equity investors should keep an eye on switching costs

13 Oct 2022

Companies whose customers face barriers to exit often deliver more resilient performance over the long term, says Francois de Bruin.

Read more

UK equities: Truss, takeovers and turbulence

11 Oct 2022

Charlotte Meyrick and Trevor Green discuss the key narratives driving UK equities and where they see opportunities amidst a challenging backdrop.

Read more

Zero-COVID: China’s costly policy error

10 Aug 2022

Beijing’s ideological battle to stamp out COVID-19 appears increasingly misguided as the rest of the world learns to live with the virus. But the impact of China’s approach will be felt far beyond its borders.

Read more

Global equity income Q&A: Richard Saldanha on the outlook for dividends and growth

3 Aug 2022

The lead manager of our Global Equity Income strategy discusses risks and opportunities for income-seeking investors in a turbulent time for markets.

Read more

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.

Read more

UK Equity Income: Five questions with Chris Murphy

15 Jul 2022

The manager of our UK Equity Income strategy explains why investors need to change their mindsets about what to pay for growth and cautions against buying yield for its own sake.

Read more

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.

Read more

UK Equities: Five questions with Charlotte Meyrick and Trevor Green

14 Jun 2022

Charlotte Meyrick and Trevor Green explain why 2022 has all been about getting your sector calls right in UK equities.

Read more

Subscribe to AIQ

Receive our award-winning insight on key investment themes, direct to your inbox.

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