Latest thinking

What does the data say? Ice meltdown, unicorns and green pensions

23 Sep 2021

In this month’s instalment of our visual series on topical data themes, we look at melting ice caps, the rising value (and volume) of ‘unicorn’ companies, and the hidden power of your pension.

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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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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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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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The client lens: An interview with Richard Soper

27 Apr 2021

The co-chair of the First UK Bus Pension Scheme Trustee discusses COVID-19, ESG and the state of the UK pensions industry.

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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. But these scores have serious limitations for investors who want to manage ESG risks and have a positive impact.

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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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Zero rates: Too much of a good thing?

9 Mar 2021

The inexorable rise in asset prices caused by the seemingly never-ending era of monetary easing is calling into question long-held investment beliefs, as members of our multi-asset & macro and equities teams explain.

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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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Everybody wants one: Are sustainable bonds the new smartphones?

5 Mar 2021

Sustainable bonds are booming, but is this 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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Multi-asset allocation views: Room to grow

16 Feb 2021

The early part of a year gives investors an opportunity to take stock. Sunil Krishnan reflects on how the current environment is shaping our views for multi-asset portfolios.

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A time for action: Race, ethnicity and investing

28 Jan 2021

In a two-part feature, we look at what asset managers need to focus their engagement efforts on to make a difference on anti-black racism, and why the industry needs to get its own house in order.

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The path for oil and gas after COVID-19

20 Jan 2021

Post-COVID recovery initiatives from governments are increasingly taking a green path, but the response of oil and gas companies so far runs from denial to complete reinvention. Should they continue pumping oil for as long as they can to avoid destroying capital for investors, or do they need to accelerate efforts to future proof their businesses now?

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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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