Latest economic research thinking

The unwelcome consequences of lower for longer

31 Oct 2019

Extraordinary monetary easing was essential a decade ago to reboot the global economy, but continuing to apply emergency measures has placed a huge burden on the private sector and could prove deflationary the longer it goes on. Different remedies are urgently needed, argues Euan Munro.

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Connections and communities

28 Oct 2019

Today, a handful of urban centres are pulling away from their rivals – creating more innovation, more growth and more jobs. Those changes have deep implications; understanding them and what they mean for local communities takes joined-up thinking.

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The moral philosopher’s curse

25 Oct 2019

Marte Borhaug explores the ethical dilemmas and unintended consequences that can result from trying to do the right thing.

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Analogies and models: Two approaches to thinking connectedly

24 Oct 2019

In an effort to understand how best to approach idea generation and collaboration, two critical components of successful investing, AIQ speaks to leading academics in the fields of analogical and model thinking.

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Finding Range: An interview with David Epstein

23 Oct 2019

AIQ speaks to author David Epstein about his new book, Range, which explores how generalists succeed in a specialised world.

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Link: Embracing the power of connected thinking

22 Oct 2019

In an increasingly complex world, understanding the connections between people and ideas is crucial. AIQ looks at how organisations can put connected thinking into practice.

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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.

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Amara’s Law: Applying an old adage to new technology

1 Oct 2019

Making the right calls on technological changes can materially influence returns across a wide range of sectors, but timing is everything, as Trevor Green explains.

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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.

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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.

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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.

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Private wants, public needs

4 Sep 2019

With society facing many urgent and complex challenges, deciding who is best-placed to deliver solutions has become an emotive and often political subject. We assess whether there is a better way to utilise the skills and resources of the public, private and third sectors for the greater good.

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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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