Latest responsible investment thinking
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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.