Latest responsible investment thinking

  • The future of pharma: Increased returns or the age of biotech?

    8 Dec. 2021

    After decades of low returns on research and development (R&D), the healthcare sector is producing a slew of innovations, from drugs to diagnostics. But with many coming from new entrants, will big pharmaceutical companies manage to keep up with the times?

  • The cost of climate change: A big threat to sovereign debt?

    3 Dec. 2021

    Governments around the world are struggling to avert a climate catastrophe. Regardless of whether they succeed, climate change threatens adverse consequences for government bonds, although market impacts are likely to vary.

  • Thinking outside the box: Embracing neurodiversity at work

    30 Nov. 2021

    Enabling neuroinclusion in the workplace still has a long way to go, although better understanding and simple adjustments could make a world of difference.

  • What does the data say? Parcels, the (other) Amazon and COVID-19

    26 Nov. 2021

    In this month’s instalment of our visual series on topical data themes, we look at the steep increase in deliveries, the continued deforestation of the Amazon rainforest and the rise of COVID-19 in Europe.

  • Credit: The long and short of ESG investing

    25 Nov. 2021

    Credit is an asymmetric asset class. The upside is a coupon payment and limited capital appreciation; the downside is a default to zero. For all maturities and bond types, ESG integration can play a crucial role in mitigating risk.

  • Beyond borders: Reflections on a historic COP meeting

    19 Nov. 2021

    COP26 was billed as ‘the most important meeting in history’. Steve Waygood had a front row seat and shares his thoughts on the climate conference.

  • What does the data say? All eyes on Glasgow

    29 Oct. 2021

    In this month’s instalment of our visual series on topical data themes, we focus on climate change as the world turns its attention to the COP26 summit in Glasgow.

  • Grow the pie: An interview with Alex Edmans

    22 Oct. 2021

    Interest in ESG investing is expanding at a seemingly exponential rate – and with it the risks of greenwashing only grow. However, Alex Edmans explains why he believes it is possible for companies and investors to create win-win situations for all stakeholders.

  • A fair COP: Why social justice is vital to climate action

    22 Oct. 2021

    For too long, issues of justice and equality have been left out of the climate conversation. But policymakers, companies and investors are slowly beginning to acknowledge the social dimensions of climate action.

  • We need to talk about waste: Tackling renewable energy’s dirty secret

    21 Oct. 2021

    Renewable energy has a vital role to play if the world is to combat climate change. But its widespread adoption comes with a price. As older installations come to the end of their useful life, countries urgently need to work out what to do with the waste.

  • The age of climate extremes: Crises, cascades and comfort zones

    20 Oct. 2021

    The latest assessments from climate scientists suggest some geographical zones that have been lived in for thousands of years are becoming uncomfortably hot and fire-prone or wet and vulnerable to flooding. How will humanity adapt to new extremes? Rick Stathers assesses the evidence.

  • Cleaning up: Transforming finance for a net zero-world

    20 Oct. 2021

    To align with net-zero emissions targets, the financial system needs a radical transformation. Can it get there and, if it does, what should it look like in 2050?

Subscribe to AIQ

Receive our insights on the big themes influencing financial markets and the global economy, from interest rates and inflation to technology and environmental change. 

Subscribe today

AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
Read more

House View

A quarterly publication which encapsulates the thinking of our investment team.

Read more