Latest equities thinking

  • Equity investors should consider the duration of their portfolios

    11 Oct 2016

    The difficulty in developing a model that accurately predicts equity duration means few managers pay much attention to the concept. And yet, just because it’s a tricky task, doesn’t mean it should be ignored.

  • AIQ Issue 001 The Amazon Effect

    Our cover story looks at the insatiable ambition of Amazon to conquer new markets. Also in this issue, Aviva Investors’ CEO Euan Munro outlines what the asset management industry needs to do to win back public trust; while US policymaker Andy Stern makes his case for a universal basic income.

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