Visualising data in the year of the pandemic

Author

AIQ Editorial Team
Global Investment Thinking @avivainvestors

Our annual showcase of the most beautiful, concise and insightful data visualisations we have found in the past year, The Little Book of Data 3 aims to provide investors with a different perspective of the world, helping to bring about more informed decisions.

Ways of seeing

2020 marks a defining year in which the outbreak of COVID-19 is fundamentally changing the world as we know it. That makes it more important than ever to navigate our way through the data glut to better understand the concepts and connections to help us make more informed decisions. Topics we will cover in this edition of The Little Book of Data include:

The bigger picture
COVID-19
Justice and inequality
US-China breakdown
Sustainability
Markets and economies

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Responsible Investing

The client lens: An interview with Faith Ward

19 Nov 2020

Brunel Pension Partnership’s chief responsible investment officer discusses climate change, greenwashing and the urgent need to repair flaws in the financial system.

Real Assets

Navigating the path to net zero: An interview with Jill Rutter

12 Nov 2020

There is a large gulf between the concept of ‘net zero’ and the practical policies that will deliver it. Jill Rutter, senior fellow at the Institute for Government, takes a hard look at the UK’s progress towards the 2050 target.

Responsible Investing

Carbon capture: Solution or pipedream?

10 Nov 2020

Reducing the amount of carbon dioxide in the atmosphere is becoming an increasingly urgent priority in the fight against climate change. Both new and established pathways to remove the gas are under scrutiny, as decision makers around the globe grapple with how to take the most effective action.

Fixed income

Sustainability in credit: Why ESG scores don’t tell the whole story

5 Nov 2020

ESG ratings are a helpful baseline to assess companies, but views on their ESG risks and opportunities can be honed – and sometimes corrected – through deeper research, trend analysis and meetings with company executives.

Equities

Once bitten, twice shy: Is there value in tech by avoiding the FAANGs?

30 Oct 2020

The gravity-defying rally in technology shares has led some commentators to draw comparisons with the dot.com bubble of the late 1990s. However, Mikhail Zverev and Alistair Way believe there are still opportunities to be found in some of the sector’s less-fashionable stocks.

Fixed income

US Election 2020: Expect the unexpected

29 Oct 2020

As the US presidential election looms, we explore potential scenarios – from a Democratic “blue sweep” to a Trump re-election to a divided government – and assess the implications for investors.

Real Assets

Real assets and net zero: Now for the hard part

29 Oct 2020

There is no lack of willingness among investors in real assets to play their part in helping countries reach net zero by 2050. But much needs to change – and quickly, as Laurence Monnier explains.

Insurance

Race, ethnicity and investing: Practice what you preach

28 Oct 2020

In the second article in our series on racism, we explain why asset managers need to get their own house in order to be a credible agent for change at the companies they invest in.

Insurance

Race, ethnicity and investing: A time for action

28 Oct 2020

In the first of a two-part series on anti-black racism, we look at five areas asset managers need to focus on if their engagement efforts are to make a positive difference.

Fixed income

Global high yield: Stimulus fuels the march of the zombies

27 Oct 2020

Zombie companies are the talk of the town. Will they limp on forever, storing up potential trouble for investors’ portfolios, or can they revive and thrive after the COVID crisis?

Real Assets

Remote working is on the rise, but the office remains indispensable

26 Oct 2020

While the COVID-19 lockdown has highlighted the possibilities of home working, bringing people together in offices is still the best way to spur innovation and productivity, says Jonathan Bayfield.

Insurance

Prime time: How streaming is reshaping film and TV

22 Oct 2020

The last ten years have seen the film and television industry transform beyond recognition. In the latest instalment of our editorial series, Link, experts from our credit and equity teams discuss whether streaming will continue its inexorable reshaping of the media landscape.

Equities

Turn and face the change: How to invest dynamically in an uncertain world

21 Oct 2020

Equity markets are slow to price in the implications of change. This creates opportunities for dynamic, style-agnostic investors to take advantage, argue Caroline Galligan and David Cumming.

Economic Research

Suga rush: Can Japan’s new PM deliver on reform promises?

20 Oct 2020

Former Chief Cabinet Secretary Yoshihide Suga has replaced Shinzo Abe, Japan’s longest serving prime minister. As he faces the twin challenges of leading the country out of a pandemic and pushing through much-needed structural reforms, what can investors expect from the new administration?

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Overcoming underwriting obstacles in a pandemic and beyond

16 Oct 2020

The near-term disruption caused by the coronavirus has been testing for real estate borrowers seeking finance and originators. Gregor Bamert explains why new deals are still possible for those able to look through short-term uncertainty.

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Multi-asset allocation views: Changing seasons, changing dynamics

15 Oct 2020

After a strong summer, conditions are changing in asset markets. Sunil Krishnan assesses the risks and opportunities for investors.

The Little Book of Data

Our annual showcase of the most beautiful, concise and insightful data visualisations we have found in the past year, The Little Book of Data 3 aims to provide investors with a different perspective of the world, helping to bring about more informed decisions.

Ways of seeing

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Institutional investor