Latest responsible investment thinking

ESG focus: Will South Korea's chaebols ever change their spots?

16 Oct 2019

The ‘Korea discount’ is widening despite the Moon administration’s campaign to reform family-controlled conglomerates. In the following Q&A, we look at how political risks are creeping into financial markets.

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Why EU legislation could herald a boom in ESG investing

13 Aug 2019

The results of the recent European elections, in which Green politicians made a surprisingly strong showing, were just the latest indication that Europeans’ attitudes to environmental issues are shifting.

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ESG and real assets: A matter of balance

11 Jul 2019

Assessing ESG risks within real asset investments is far from straightforward. Mark Versey and Stanley Kwong use five case studies to illustrate the balance of ESG risk factors that affects investment decision-making, beyond simply trying to be ‘green’.

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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.

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'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.

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ESG focus: Sustainability under Brazil’s strongman

7 Jun 2019

Brazil’s President Jair Bolsonaro may threaten to roll back important environmental policies protecting the Amazon, but companies – and investors – don’t have to follow suit.

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ESG gets physical: The role of real assets in creating a sustainable future

4 Jun 2019

Physical assets, particularly infrastructure and real estate, have a critical role to play in facilitating the transition towards a more sustainable economy and a greener world. As ultimate asset owners, investors are deeply engaged in the issues, and incorporating environmental, social and governance (ESG) considerations is a fundamental part of an asset manager’s duty to their clients.

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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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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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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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