Latest economic research thinking

No more command and control: To deliver for clients, asset managers need to be agile

12 Aug 2021

Asset managers need to dismantle hierarchies and promote diversity of thought if they are to future-proof their businesses. They can learn valuable lessons from tech companies, military leaders and even ancient philosophers, writes Apiramy Jeyarajah.

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Are bond investors too complacent about inflation?

11 Aug 2021

US Treasury yields have fallen appreciably in recent weeks, seemingly dismissing the threat of rising consumer prices. Some investors could be in for a nasty surprise if inflation proves more intransigent than anticipated, argue Michael Grady and Katarina Cohrs.

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Will accountants save the world? An interview with Richard Murphy

6 Aug 2021

A shake-up in company reports and accounts to consider companies’ environmental impact could radically alter the way they are assessed, argues the influential political economist and accountant.

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What does the data say? Dogecoin, Nike D2C and the North American heatwave

30 Jul 2021

In this month’s instalment of ‘What does the data say?’, we look at the incredible rise of Dogecoin, Nike’s direct-to-consumer strategy and the highest temperature ever recorded in Canada.

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COVID’s dirty plastic secret

29 Jul 2021

As the world continues to grapple with the health implications of COVID-19, unintended consequences were inevitable. In this data-led story, we look at the effect the pandemic has had on global plastic wastage and what policymakers can do to tackle the issue.

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Supply-chain ripples: The positive spillovers of decarbonising upstream emissions

26 Jul 2021

Some of the world’s biggest companies are setting ambitious net-zero targets, with significant implications for their supply chains. How impactful could the ripple effect be in helping to meet the goals set out in the Paris Agreement?

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Cummings, carbon and COP26: An interview with Claire O’Neill

23 Jul 2021

In a wide-ranging interview with AIQ, the former UK minister of Energy and Clean Growth explains why the private sector needs a seat at the negotiating table if the world is to solve the climate crisis. Words by Miles Costello.

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Climate technologies

8 Jul 2021

No single technology is enough to tackle the climate crisis, a global and systemic issue that requires joined-up thinking. We flag different pathways to address warming gases in the atmosphere – five nature-based and five technical – and ask what steps are needed next.

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In brands we trust

7 Jul 2021

The tech-driven trend toward direct-to-consumer is transforming consumer brands, their intermediaries and their marketing. Intimate relationships with customers and new shopping experiences are alluring, but companies must tread a fine line between hyper-personalisation and intrusion.

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Quantum leap

6 Jul 2021

Quantum computers have the potential to shake up finance, cybersecurity and other sectors. But investors hoping to profit from the new technology must be patient – and separate reality from hype.

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The taming of the few

1 Jul 2021

Regulatory authorities around the world are targeting the big US tech giants. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold and influence on numerous economic sectors will be hard to loosen.

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How to assess social value: Guidance from Hatch

29 Jun 2021

Asset managers of many different hues claim they are thinking harder about their social role: the ‘S’ in ESG. But evaluating social value generated from investment decisions is not straightforward, as consultant Dr Kelly Watson from Hatch explains.

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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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