Latest equities thinking

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

Investors must hold bad bosses to account

16 Sep 2019

Institutional shareholders need to be as agile and active as private equity in dealing with failures of leadership.

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

As China soars, emerging market investors need a rethink

21 Aug 2019

With China set to dominate EM equity indices over the coming decades, investors need to adjust their approach to the asset class, argues Alistair Way.

Read more

BP vote demonstrates power of engagement

28 Jun 2019

As climate change rises up the political agenda throughout the West and beyond, shareholders have an important role to play in limiting global fossil fuel consumption by pressuring oil companies to amend their strategies, argues Sora Utzinger.

Read more

'Fairtrade for finance' should be a badge of honour - not a rubber stamp

21 Jun 2019

A Fairtrade-style kitemark for responsible investment is in the pipeline. Properly implemented, the initiative should improve industry standards on ESG, writes Steve Waygood.

Read more

Talking with David Cumming

6 Jun 2019

Talking equities, markets and playing the piano with David Cumming, Chief Investment Officer, Aviva Investors and Richard Romer-Lee, Square Mile.

Read more

China property: Building concerns

31 May 2019

China’s property market is a microcosm of China’s debt problem, with mega developers potentially becoming ‘too big to fail’. While returns have been strong and selective opportunities can still be found, investor caution is deepening as the authorities tackle systemic weakness.

Read more

All to play for: The video games industry reaches a turning point

15 May 2019

As Google and Apple expand into video games, we explore where the industry is heading – from 'free-to-play' to the rise of cloud streaming – and what the coming wave of disruption means for investors.

Read more

Disruption and opportunity: China’s retail revolution

3 May 2019

China’s consumer slowdown has prompted concern among economists and investors. But a closer look at the country’s retail trends reveals a case for long-term optimism.

Read more

Held to account: fixing the auditors

12 Apr 2019

Nathan Leclercq sets out a three-part plan to address long-standing problems in the audit sector.

Read more

India elections: Modi’s second chance?

11 Apr 2019

India’s prime minister Narendra Modi is facing pressing economic, social and political issues in the upcoming general election. Portfolio manager Aaron Armstrong, upon his return from an investment research trip to Mumbai, looks at the key implications for investors.

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