Latest responsible investment thinking

Cool off: Could proposed Dutch legislation diminish corporate accountability?

19 Mar 2019

Dutch legislators seem intent to push ahead with controversial proposals intended to rein in shareholder activists and make hostile takeovers more difficult, as Louise Piffaut explains.

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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 future of energy: Peak oil and the rise of renewables

28 Feb 2019

As we approach ‘peak oil’, what does this mean for the fossil fuel industry and alternative sources of energy?

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Plastic (not so) fantastic

23 Jan 2019

The ultra-long lifespan of plastics is proving an ecological challenge. As consumers become alarmed at the environmental contamination caused by synthetic organic polymers, we look at the alternatives and the role of investors in pushing for change.

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ESG focus: Malaysia’s chance to clean up

17 Jan 2019

As the fallout from the 1MDB continues, and Mahathir Mohamad returning to power on an overly ambitious reform agenda, it is easy to be sceptical about Malaysia’s ESG credentials. But as Stanley Kwong explains, the reality is far more nuanced.

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The AIQ podcast: Director or dictator?

25 Dec 2018

Star CEOs are bringing into question what makes a good leader in a flatter, networked world. The AIQ podcast explores what this means for the overall governance of companies.

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Sustainable investment needs a helping hand from regulators

9 Nov 2018

Steve Waygood explains how insurers, policymakers and regulators can work together to manage the risks associated with climate change and encourage sustainable investment.

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Conscious decoupling: GDP and environmental sustainability

7 Nov 2018

As economist Kenneth Boulding once put it: “Anyone who believes that exponential growth can go on forever in a finite world is either a madman or an economist". Some economists have indeed argued it is possible to ‘de-couple’ economic growth from environmental damage.

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Director or dictator ?

7 Nov 2018

If Google or Baidu didn’t exist, would we have search engines? If Mark Zuckerberg hadn’t dreamt up Facebook in his dorm room, would we have social media platforms?

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Ethics and Alpha

7 Nov 2018

In search of clarity, we set out to provide a wayfinding tool for investors by trawling through the academic literature, interviewing the experts and contrasting the theory with reality. And while our focus is on equity markets, we also touch on some of the key factors to consider in fixed income and real assets.

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The AIQ Podcast: Ethics Alpha

7 Nov 2018

Does investing responsibly mean sacrificing returns? Such a seemingly simple and innocuous question can cause all manner of confusion.

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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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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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