Latest equities thinking

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.

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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.

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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.

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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.

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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.

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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.

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The future of transport: Mapping the way ahead

29 Mar 2019

New technologies, including electric and autonomous vehicles, big data, blockchain and artificial intelligence, will have significant consequences for the transport sector and beyond.

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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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ESG focus: China's green mission

11 Mar 2019

China's recent emphasis on environmental issues may be a welcome relief to Trump's climate change denials, but is there a disconnect between state rhetoric and the practices of its companies?

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The ties that bind

28 Feb 2019

Brexit continues to dominate headlines in the UK, but the European Union faces other long-term challenges, from the rise of Euroscepticism in Italy to the stalled progress of euro zone reform.

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A matter of taste

6 Feb 2019

As breakthroughs in nutritional science challenge assumptions that have driven global food producers to create products loaded with salt, sugar and hydrogenated fat, the industry looks ripe for disruption.

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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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