Latest economic research thinking

Finding Range: An interview with David Epstein

23 Oct 2019

AIQ speaks to author David Epstein about his new book, Range, which explores how generalists succeed in a specialised world.

Read more

Link: Embracing the power of connected thinking

22 Oct 2019

In an increasingly complex world, understanding the connections between people and ideas is crucial. AIQ looks at how organisations can put connected thinking into practice.

Read more

Back to the future: Dr Eric Topol on AI in healthcare

3 Oct 2019

In the final article in our series on healthcare, we speak to the renowned cardiologist and author Eric Topol about his new book, Deep Medicine.

Read more

Amara’s Law: Applying an old adage to new technology

1 Oct 2019

Making the right calls on technological changes can materially influence returns across a wide range of sectors, but timing is everything, as Trevor Green explains.

Read more

Big Tech bets on healthcare

25 Sep 2019

In the third of a four-part series on healthcare, we focus on technology. New tech innovations promise to deliver better treatments and cost efficiencies – but concerns over data protection and flawed AI persist.

Read more

Biotech disrupters shake up the drug discovery business

18 Sep 2019

In the second of a four-part series on healthcare, we look at how competition between Big Pharma, Chinese biotech and Silicon Valley is transforming the landscape of drug discovery.

Read more

Medicine, politics and investing: Tensions abound

12 Sep 2019

In the first of a four-part series on global healthcare, we look at why the sector is likely to take centre stage in the 2020 US elections and what this means for investors.

Read more

Private wants, public needs

4 Sep 2019

With society facing many urgent and complex challenges, deciding who is best-placed to deliver solutions has become an emotive and often political subject. We assess whether there is a better way to utilise the skills and resources of the public, private and third sectors for the greater good.

Read more

Five charts that will make you think differently about retirement

23 Aug 2019

Retiring at 60 is a relatively new concept, and possibly a short-lived one in our history. As populations age – and age better – people are looking at a host of ways to stay in work and sustain their retirement income. We present five charts that sum up the changing landscape.

Read more

Lagarde as ECB chief – independent but integrated?

22 Aug 2019

Christine Lagarde has been nominated to head the European Central Bank at a difficult time for monetary policy given growing fears of a recession in the euro zone. Despite much debate on her credentials, Stewart Robertson argues she is the right candidate for the job.

Read more

The AIQ Podcast: Finding flow

17 Jul 2019

Good collaboration is key to success in almost every field, from business to finance to sport.

Read more

State of the nation: South Africa at a crossroads

12 Jul 2019

South African President Cyril Ramaphosa delivered his State of the Nation address on June 20, having led the ANC to victory in May’s elections. But his administration needs to move fast to address an economic slowdown, argues Bryony Deuchars.

Read more

AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
Read more

House View

A quarterly publication which encapsulates the thinking of our investment team.

Read more