Latest economic research thinking

RPI may be flawed, but changes shouldn’t cost pensioners and investors

16 Mar 2020

With the start of the consultation for proposed changes to the measurement of inflation in the UK, we look at the likely impact to asset classes, the assets most affected, and the key issues investors should be aware of.

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The AIQ Podcast: The psychology of climate change

4 Mar 2020

This latest episode of the AIQ Podcast explores the psychology of climate change and how to engage individuals in the quest for solutions.

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Climate change: The journey from denial to crisis

28 Feb 2020

More than 40 years since a senior NASA scientist told US Congress of concerns about human activities disrupting the climate, experts are warning of an impending climate catastrophe and the financial sector is wrestling with the implications.

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Why asset managers cannot be passive on climate change

28 Feb 2020

As active investors step up their engagement efforts on the climate crisis, discussions need to be at the CEO rather than board level, argues David Cumming.

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Apathy, anger, action: The psychology of climate change

28 Feb 2020

Psychological barriers can prevent people from acting to avert the climate threat, even when they recognise the problem. So how can we best engage individuals, companies and communities in the quest for solutions?

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Stranded! When assets become liabilities

28 Feb 2020

Until recently, many investors made light of dire warnings of the risks posed by assets becoming “stranded” by climate change. However, as the threat becomes reality, fears are mounting that whole industries could be wiped out.

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‘Sticking’ it to carbon: The pros and cons of taxing emissions

28 Feb 2020

With governments urged to do more to tackle climate change, carbon taxes are being touted as a politically expedient solution.

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Slash and burn: The link between land use and climate change

28 Feb 2020

Poor land management contributes to rising global temperatures. But solutions are emerging as new technologies improve farming efficiency and consumers shift towards climate-friendly diets.

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Hot water: The threat of warming oceans

28 Feb 2020

As the challenges posed by climate change continue to loom large, due attention should be given to oceans, not just the solid ground under our feet and the air we breathe.

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An inconvenient transition

28 Feb 2020

Despite deafening calls for countries and companies to step up to fight the climate crisis, research suggests individuals – especially in the developed world – could also make a massive difference if they committed to getting by with less. But will they?

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Climate data: Seeing through the fog

28 Feb 2020

Big data is heralded as the answer to almost every problem, so why not the climate crisis?

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Nuclear: From pariah to saviour?

28 Feb 2020

As the old saying goes, desperate times call for desperate measures. Despite lingering public anxiety around safety, there are growing calls for the world to look again at nuclear power as part of the solution to the climate crisis.

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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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