Latest responsible investment thinking

Confronting a permacrisis? The intersection between antimicrobial resistance, climate change and biodiversity loss

23 Nov 2022

Will a warmer and less biodiverse world give pathogens new opportunities, and do we have the tools to confront disease? This report discusses the complex intersection of three planetary crises and calls for urgent action to slow resistance to antimicrobial drugs – an obvious public health emergency.

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Building better: Investing in the climate transition through real assets

15 Nov 2022

Investors in real assets can propel the transition to a more sustainable future while also benefiting from portfolio diversification and attractive returns, says Mark Meiklejon.

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Circularity, consumers and change: Making the switch to sustainable materials

3 Nov 2022

To meet net-zero and other environmental targets, companies and governments increasingly need to move towards more sustainable materials. But this will not be without challenges.

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Act now: A climate emergency roadmap for the international financial architecture

1 Nov 2022

To help tackle the climate emergency, financial institutions and governments must work together to reform the global financial architecture and create a more robust net-zero transition plan, argue Steve Waygood and Thomas Tayler.

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ESG considerations for social housing

28 Oct 2022

Social housing plays a pivotal role in providing affordable housing for those most in need of it, benefiting local communities and countries as a whole. But investors considering an allocation to the asset class must pay close attention to the ESG implications, argues Mikhaila Crosby.

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Alpha, asset stranding and action: The state of play in Climate Transition Credit

6 Oct 2022

Will new climate legislation accelerate the transition, or will the energy crisis hamper it? Thomas Chinery and Justine Vroman assess the implications for strategically positioned bondholders.

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Reframe and reclaim: How to win the ESG argument

6 Oct 2022

To restore trust in ESG, we need to be much clearer on its limitations as well as its strengths, argues Mirza Baig.

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Resilience and selectivity: The outlook for real estate long income

5 Oct 2022

Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the strengths of long-income strategies in a period of high inflation and rising rates.

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So, you’ve set your net-zero target: What next? Practical considerations for asset owners on achieving net zero

27 Sep 2022

Asset owners are increasingly committing to net-zero emissions in their portfolios by or before 2050, but it is a huge and complex undertaking. What do asset owners need to consider as they start on their decarbonisation journey?

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Patterns, partnerships and a Marshall Plan for the planet: An interview with Nigel Topping

21 Sep 2022

The UN Climate Change High-Level Champion for the COP26 summit in the UK sets out how the private and public sectors can work together to tackle the climate crisis and other systemic threats. Words by Miles Costello.

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Ring the changes: An interview with Kate Raworth

16 Sep 2022

The influential academic speaks to AIQ about the flaws in traditional economic thinking and how her revolutionary “Doughnut” offers a fresh approach to solving the world’s greatest problems.

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Moving mountains and markets: A new way to approach systematic risk

14 Sep 2022

A series of market failures have brutally exposed the shortcomings of Modern Portfolio Theory. However, market participants play an active role in markets; they are not mere bystanders. Understanding this could provide a better way to think about and deal with systematic risk.

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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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