Latest economic research thinking

How capitalism can help solve the climate crisis

28 Feb 2020

Despite the increasing clamour for a global ‘Green New Deal’, Steve Waygood explains why a complementary International Panel on Climate Finance (IPCF) is also needed if we are to rise to the challenges ahead.

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Biological annihilation: The facts behind the threats to biodiversity and ecosystems

28 Feb 2020

Over 100 billion people have walked the planet, making a gigantic stamp on the Earth. Around three quarters of the land and around two-thirds of the marine environment have been significantly altered by humans, impacting the carbon cycle and changing the prospects for many species.

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Are investors too complacent about the coronavirus?

21 Feb 2020

In the latest of our editorial series, Link, AIQ brings members of Aviva Investors’ investment strategy, equity and debt teams together to discuss the prospects for financial markets and the world economy in the face of the coronavirus epidemic.

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Cwtch: Has capitalism gone cuddly?

18 Feb 2020

In the first of a new editorial series, Link, AIQ brings together people from across Aviva Investors to debate topical themes. Mirza Baig and Stephanie Niven consider whether CEO claims about running businesses for multiple stakeholders rather than shareholders alone is a grand idea or just plain grandstanding.

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The Insurer: Maurice Tulloch on climate risk, insurance and closing the protection gap

11 Feb 2020

The former Aviva CEO talks to AIQ about how the insurance industry is working to assess and manage the catastrophic risks of climate change.

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The Policymaker: The US response, green technology and climate regulation

10 Feb 2020

Ken Alex, former adviser to Californian governor Jerry Brown, discusses US policy, carbon capture and storage and the need for regulation to combat the effects of climate change.

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The Behavioural Expert: Bestselling author Cass R. Sunstein on nudging and climate change

29 Jan 2020

The Harvard academic and bestselling author talks to AIQ about the power of social conformity and what behavioural economics can teach us about tackling climate change.

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Risks recede: Growth on a better trajectory

9 Jan 2020

As 2020 starts to unfold, Michael Grady (Senior Economist & Strategist) summarises our House View and the global outlook for economic growth.

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There may be trouble ahead: Five charts that point to longer-term stress on the US economy

17 Dec 2019

The inversion of the yield curve has prompted concerns the US economy is on the brink of a recession. But investors should be more worried about the potential lasting effects from a continued deterioration of the country’s public finances over the next decade, says James McAlevey.

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The AIQ Podcast: Link - The power of connected thinking

5 Dec 2019

This latest episode of the AIQ Podcast explores the role of connected thinking in technology, business and the environment.

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A question of trust: What’s behind blockchain technology

20 Nov 2019

A lot has been said about how blockchain may spark a technological revolution across every corner of the economy – not only in finance, but also areas such as medicine, marketing and supply chain management. What is less clear is how it could pose a hefty social challenge as well.

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Supply chain wars

14 Nov 2019

With the US and China locking horns, we take a deeper look at the tangled and complex web of multinational relationships in the global economic ecosystem.

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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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