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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Solid foundations: Delivering social value to unlock investment value
Supporting employment, skills and training opportunities for local people produces lasting social value. But it is also key to delivering long-term investment returns.
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Multi-asset chart of the month for May: When a few stocks reshape markets
Taiwan and South Korea are outpacing some of Europe’s largest stock markets, driven by demand for AI technology.
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Clarity and resilience: New guidance for European Money Market Funds
New guidance on the rules governing European money market funds should strengthen the market’s foundations and provide a firm footing for innovation and growth, argues Alastair Sewell.
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The week in markets: Rising stocks but sceptical bonds
Equity markets surged to record highs on strong tech momentum this week. But rising bond yields, higher inflation and continued geopolitical risks signalled growing concerns lingering beneath the surface.
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Investing in an age of AI disruption
The widespread adoption of Artificial Intelligence is expected to cause significant disruption across many industry sectors, and markets are already pricing in the potential impacts. But is it too soon to identify the winners and losers in the AI revolution?
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Bond Voyage: Emerging markets have changed: why markets shouldn’t price them like it's 2013
Emerging markets have increasingly forged for themselves a path less dependent on external conditions, making local currency debt one of the most mispriced narratives in global markets.
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Contemporary alchemy
Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.
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The case for ReturnPlus: A capital-efficient enhanced liquidity strategy
The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explains why investors should consider an allocation to the strategy.
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The case for ReturnPlus: A capital efficient enhanced liquidity strategy
The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explains why investors should consider an allocation to the strategy.
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Multi-asset chart of the month for April: Strangled strait
With Iran and the US competing to block the Strait of Hormuz, oil, gas and fertiliser trade disruptions are impacting markets.
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Bond Voyage: Oil shocks without the drama
The reaction to the latest oil price shock provides further evidence that those countries which have taken steps to strengthen their financial position are being rewarded by bond investors.
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Multi-asset chart of the month for March: Wild moves in the oil price
The price of oil recently reached four-year highs. Will this be a short-lived shock or a long-term issue?
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Bond Voyage: Markets repricing as Gulf conflict threatens energy shock
The ongoing conflict in the Middle East continues to impact the markets while inflation expectations are recalibrated.
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Multi-asset chart of the month for February: The Magnificent Two
The “Magnificent Seven” begin to split as two tech giants break away from the pack.
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Private market allocations set to rise: Debt’s staying power meets equity’s revival
In 2026, investors are targeting increases to their private market allocations. Debt is here to stay, but equity is set to regain ground.
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Illiquidity premia in private debt: Q4 2025
Our private markets research team have crunched the Q4 2025 data. They explain how evolving macro conditions are reflected in private debt returns.
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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.