Latest responsible investment thinking

The AIQ Podcast: Ethics & Alpha

7 Nov 2018

In this latest episode of the AIQ Podcast, we interview Steve Waygood, Chief Responsible Investment Officer, in search of some clarity on investing responsibly.

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Voice and exit: Using engagement as a force for change

14 Aug 2018

Investors often come under pressure to divest from companies. But engagement can be a more effective way to bring about positive change, argues Steve Waygood.

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Why governance is key to restoring trust in UK infrastructure

9 Aug 2018

The UK infrastructure industry needs to face up to its failings and act in the best interests of all stakeholders. Developing a code of conduct would be a good place to start, argue Darryl Murphy and Mirza Baig.

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Investors should join forces to demand better sell-side research

17 Oct 2017

A new survey draws attention to widespread flaws in sell-side research. But the advent of MiFID II may provide an opportunity for investors to push for change, write Steve Waygood and Anita Skipper.

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Double Dutch

18 Jul 2017

New proposals intended to rein in shareholder activists and make hostile takeovers more difficult in the Netherlands are making waves among international investors, explains Mirza Baig.

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The world will uphold the Paris Agreement, with or without Trump

19 Jun 2017

President Trump’s decision to take the US out of the Paris Agreement is a blow, but it will not reverse the global momentum behind the effort to tackle climate change, says Steve Waygood.

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FSB task force urges transparency in the battle against climate risk

23 Feb 2017

The Financial Stability Board’s Task Force on Climate-related Financial Disclosures has published its first set of recommendations for companies and financial institutions. These will help investors quantify climate-related risks, says Steve Waygood.

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Power up: has the time come for renewables?

24 Jan 2017

Europe has led the drive to generate electricity from renewable sources, a trend that is gathering pace around the world and will create a wide array of opportunities for investors.

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Rise of the superbug: not just a health risk

16 Nov 2016

Pharmaceutical companies, fast-food chains and meat producers are among those most at risk from drug-resistant bacteria, says Abigail Herron.

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A matter of trust - by Euan Munro

14 Nov 2016

Aviva Investors’ CEO Euan Munro discusses what the asset management industry can do to demonstrate its societal and economic value.

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Palm oil: a burning issue

9 Nov 2016

Palm oil development is one of the leading drivers of global deforestation, which took a heavy toll on South East Asia in 2015. Consumer brands and investors are exerting influence on companies to decouple production from further social and environmental degradation.

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Transition to a low carbon economy brings investment risks and opportunities

3 Nov 2016

As global policymakers discuss the implementation of the Paris Agreement at the United Nations Climate Change Conference in Marrakech, investors should consider how so-called ‘transition risk’ impacts their portfolios, says Stephanie Maier.

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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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