Latest responsible investment thinking

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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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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Growing pains

7 Nov 2018

GDP: a wealth of meaning is crammed into those three letters. Gross domestic product is our principal index of economic welfare. It is the subject of conferences and hand-wringing editorials. It is the metric by which the success or failure of government policy is judged.

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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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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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