Latest insurance thinking

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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Our annual letter to company chairpersons

24 Jan 2022

As a key part of our engagement efforts, every January we send a letter to the chairs of companies we invest in (and some we don’t, but still want to use our influence with) to set out our stewardship priorities for the year. Here, in full, is our 2022 letter.

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That déjà vu feeling: The outlook for UK infrastructure

6 Jan 2022

Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2022.

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How to build an office: Post-pandemic

13 Aug 2021

Watch our video to find out how offices can provide a powerful tool in boosting productivity, and attracting and retaining the best talent.

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By the people, for the people: Why investors should care about human rights

17 May 2021

Companies cannot thrive without healthy and happy employees, consumers, and communities. Investors must use their influence with companies and other stakeholders to ensure the basic rights of these groups are respected.

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Are sustainable bonds the new smartphones?

10 May 2021

The market for sustainable bonds to fund activities that have a positive impact on the environment or society is booming. But there are many factors to consider before investing. Not least among them is a crucial question: is your money really being used to fund the activities promised?

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COVID, capital and climate: An interview with Ashish Dafria

7 May 2021

Ashish Dafria, chief investment officer for Aviva, discusses the investment implications of the pandemic, climate change and the macroeconomic environment for a large insurer.

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Pressure points: The investment challenges facing insurers

5 May 2021

Low interest rates, regulation and ESG risks are not new considerations for insurers’ investment strategies. However, the long-term fallout from COVID-19 is adding a layer of complexity they will need to adjust to.

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What does the data say? Bitcoin, offices and emissions

30 Apr 2021

In our monthly visual series on topical data themes, we look at whether Bitcoin could be the new gold, if COVID-19 has put pressure on London office rents, and the extent to which transport affects the carbon footprint of foods.

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Living in the past: Why are controversy scores so controversial?

8 Apr 2021

Many investors use controversy scores as a filter to avoid firms whose damaging behaviour has hit the headlines, from human rights violations to environmental disasters. But these scores have serious limitations, making them an inadequate tool for investors who want to manage ESG risks and have a positive impact.

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Everybody wants one: Are sustainable bonds the new smartphones?

5 Mar 2021

The COVID-19 pandemic has highlighted the importance and fragility of the natural balance. As governments, companies and investors aim for a just transition, sustainable bonds are being issued at pace in different formats. Is it a fad, and do markets really need so many varieties?

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How Manchester transformed into a city of the future

26 Feb 2021

Once an industrial powerhouse, Manchester reversed its decline to become one of Europe's top creative capitals. Watch our video to find out why we call it a city of the future.

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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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