Latest economic research thinking

China’s tech future: Pirate or innovator?

15 May 2019

Western governments and companies routinely complain about the practice of ‘forced technology transfer’ in China, but are these grumbles justified? And beyond the trade war, what does the future hold for Chinese tech innovation?

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China’s precarious balancing act

24 Apr 2019

China is stepping up efforts to stabilise growth after it sagged last year to a three-decade low. But by piling more debt on an already highly leveraged economy, Beijing looks to be storing up problems for the future.

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Could the euro zone periphery head off the rails again?

17 Apr 2019

Almost a decade on from the sovereign debt crisis, we explore whether the euro zone’s peripheral economies have materially improved or old vulnerabilities will again become apparent as growth slows.

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The AIQ Podcast: The future of Europe

21 Mar 2019

This latest episode of the AIQ Podcast explores what the future holds for the European project ahead of the European elections.

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Finding flow: Four rules for successful collaboration

20 Mar 2019

Good collaboration is key to success in almost every field, from business to finance to sport. We explore how organisations can encourage staff to work together to share ideas, avoid mistakes and improve performance.

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Trading places: Southeast Asia seizes opportunities amid US-china spat

14 Mar 2019

Trade wars have disrupted supply chains and weighed on stock performance in emerging markets. But as manufacturing companies shift production away from China to evade tariffs, some of its neighbours are thriving.

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ECB support reveals much about Europe's lenders

12 Mar 2019

With cheap loans returning to the European Central Bank’s toolkit, questions must be asked again about the health of the region’s banks.

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The future of retirement

28 Feb 2019

The idea that in one’s sixties it might be time to step out of work and retire into a life of leisure is relatively recent. But with more people living longer, expectations of retirement are being reshaped.

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The trouble with capitalism

28 Feb 2019

Around the world, political and economic liberalisation have gone hand in hand since the early 1980s. However, as more countries turn to populist leaders, could the world be about to fall out of love with free-market economics too?

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The ties that bind

28 Feb 2019

Brexit continues to dominate headlines in the UK, but the European Union faces other long-term challenges, from the rise of Euroscepticism in Italy to the stalled progress of euro zone reform.

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Interest rates on hold, but not in reverse

26 Feb 2019

Financial markets have surged since the start of the year after central banks appeared to put monetary policy tightening on hold. Our investment teams give their views on where monetary policy goes next and what that means for asset prices.

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Future of the euro zone: An interview with Ashoka Mody

21 Feb 2019

The received wisdom on the euro zone is that it needs to become more tightly integrated to survive. To ensure the resilience of the monetary union, fiscal transfers to peripheral economies and risk-sharing via the mutual issuance of Eurobonds are necessary and perhaps inevitable. Princeton economist Ashoka Mody takes a different view.

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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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