Latest economic research thinking

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.

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Us vs them: Ian Bremmer on politics, trade and technology

8 Jul 2019

We speak to the political scientist about the long-term themes affecting emerging markets, from the trade war to technological automation to climate change.

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Debt, consumers and technology: Three trends that will define China

8 Jul 2019

How China deals with the challenges of rising debt, a transition to a consumer economy and the technological ‘arms race’ with the West will have big implications for investors.

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Modern Monetary Theory: Could it go mainstream?

12 Jun 2019

An obscure and heterodox branch of economic theory is quickly gaining support from prominent politicians in the US and beyond, which could have big implications for policymaking, argues David Nowakowski.

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The future of insurance

17 May 2019

The insurance industry has evolved rapidly since the financial crisis. The next decade is shaping up to be every bit as transformative as firms grapple with a host of factors, most notably the unfolding regulatory framework, digital disruption and climate change.

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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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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-mar ket economics too?

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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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