Latest economic research thinking

Levelling up: Investing towards a new social contract

17 May 2022

As we learn to live with COVID-19, focus is returning to delivering a just transition. This is important to secure long-term investment outcomes, but also presents direct opportunities.

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Life force: Why nature matters

12 May 2022

Growing awareness that natural systems are stressed or even close to breakdown is prompting asset managers to look closely at nature-based risks and investee companies to understand their environmental impacts and dependencies.

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What does the data say? Ukraine-Russia: The human and economic costs of war

29 Apr 2022

In this month’s instalment of our visual series on topical themes, we look at the far-reaching human and economic consequences of the Ukraine-Russian war.

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A new Cold War? What the Russia-Ukraine crisis means for globalisation and markets

28 Apr 2022

The world has become more volatile and unpredictable with Russia’s invasion of Ukraine. But while Vladimir Putin may have dealt globalisation another blow, China and the West will want to prevent the world splitting into two competing blocs.

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Disney’s tales of diversity: Creative lessons on developing and identifying talent

13 Apr 2022

Middle managers need to up their diversity, equity and inclusion game. They must think harder about roles models, succession planning, psychological safety and team dynamics to harness untapped human potential, explains Apiramy Jeyarajah.

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Facing up to the ESG backlash

6 Apr 2022

Asset managers must better explain how ESG can improve investment returns and make the world a better place. Clear guidance to help investors choose between funds is also required.

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Power to the people: The moral and investment case for human rights

30 Mar 2022

Healthy and happy employees, consumers, and communities are all critical ingredients in a company’s long-term success. Investors have a key responsibility in ensuring the rights of these groups are respected.

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Change diets, not the planet: The link between food and sustainability

29 Mar 2022

We explore how shifting diets can help create a more sustainable world.

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Tough gig: How to improve the platform economy

28 Mar 2022

Companies operating in the gig economy have been subject to industrial action and legal challenges. Workers say they are being denied basic rights; platforms reply this is the price of flexibility. But there is a viable middle-ground which can be beneficial for all, including investors.

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Energy in focus: Part 2: The pivot to green

28 Mar 2022

How will the surge in the prices of oil, gas and coal impact the transition to low or zero carbon sources of fuel? In the second part of our Q&A on the energy sector, experts from our credit, equities and ESG teams contemplate the challenges and opportunities in the pivot to green.

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Thick skins and tin ears: Facing up to the ESG backlash

25 Mar 2022

Mark Versey goes on the offensive to dispel recent criticisms against ESG investing.

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Energy in focus: Part 1: The last hurrah for fossil fuels?

24 Mar 2022

The fallout from the conflict between Russia and Ukraine has highlighted the fragility of energy markets, with significant implications for the global economy.

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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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