I am a Professional investor BE, English About Responsibility Capabilities Views Contact Search English Views AIQ: Cleaning Up Capitalism Aligning people, profit and the planet READ MORE Recent thinking RESPONSIBLE INVESTING 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. Read more FIXED INCOME 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. Read more RESPONSIBLE INVESTING The tyranny of “fit”: If businesses want to maximise their potential, they need to be intersectional 24 NOV 2021 Employees are a company’s greatest asset. Leaders must take an inclusive, intersectional approach to enable them to give their best, argues Apiramy Jeyarajah. Read more MULTI-ASSET & MULTI-STRATEGY Multi-asset allocation views: How durable is ‘transitory’ inflation? 22 NOV 2021 As central banks continue to stretch what ‘transitory’ inflation means, Sunil Krishnan explores how price pressures are changing and the implications for multi-asset portfolios. Read more AIQ: Cleaning Up Capitalism To tackle the climate crisis, economies and markets need a systems reboot. In AIQ: Cleaning Up Capitalism, we examine what it will take to get us back on track to achieve net zero; from transforming the financial system and accounting, to decarbonising heavy industries and ensuring polluters pay. FIND OUT MORE AIQ: The Tech Edition Bill Gates famously noted: “We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten.” We explore the wide-ranging investment implications of innovation and technological progress in AIQ: The Tech Edition. FIND OUT MORE The Little Book of Data A curated collection of the infographics shaping our views on markets and economics. Limited availability, so reserve your copy of The Little Book of Data now. FIND OUT MORE AIQ features A fair COP: Why social justice is vital to climate action 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. Read more We need to talk about waste: Tackling renewable energy’s dirty secret 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. Read more Cleaning up: Transforming finance for a net zero-world 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? Read more Counting emissions and accounting omissions: The struggle to measure, monitor and manage corporate net-zero efforts Internalise the climate externality. That is the major task facing policymakers and corporate executives. However, this requires accurate measurement and incorporation into financial accounts and neither are straightforward. Read more View all AIQ features Equities The long decline: Why trend economic growth is set to go on falling Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson. Read more Regulatory shifts in China: A new fork in the road? Investors in China should view recent interventions by the government in the context of its history and longer-term strategic ambitions, argues Amy Kam. Read more The AIQ Podcast: China's tech crackdown China’s regulators are taking swift, radical action against tech companies they consider to be too big and powerful. How should foreign investors respond? Read more Are bond investors too complacent about inflation? US Treasury yields have fallen appreciably in recent weeks, seemingly dismissing the threat of rising consumer prices. Some investors could be in for a nasty surprise if inflation proves more intransigent than anticipated, argue Michael Grady and Katarina Cohrs. Read more View all equities Fixed income Credit: The long and short of ESG investing 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. Read more The long decline: Why trend economic growth is set to go on falling Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson. Read more COVID, China and the Fed: Diverging EM debt fortunes Relatively low vaccination rates, slowing Chinese growth, and terms of trade gains that may have largely peaked mean emerging market economies face several headwinds in 2022. Varying degrees of resilience and vulnerability are likely to result, argue Nafez Zouk and Carmen Altenkirch. Read more Six themes for emerging markets The International Monetary Fund (IMF) annual meetings are always a chance to reflect on the key trends affecting emerging markets. This year was no different. Carmen Altenkirch and Nafez Zouk engaged with policymakers and delegates to ascertain the real impact of the COVID pandemic on growth, fiscal metrics, and debt burdens. Read more View all fixed income Multi-asset & multi-strategy Multi-asset allocation views: How durable is ‘transitory’ inflation? As central banks continue to stretch what ‘transitory’ inflation means, Sunil Krishnan explores how price pressures are changing and the implications for multi-asset portfolios. Read more The long decline: Why trend economic growth is set to go on falling Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson. Read more Multi-asset allocation views: Emerging themes for portfolio diversification Diversification is a core tenet of multi-asset investing. Sunil Krishnan explores thematic ideas that may help diversify portfolios in the current market environment. Read more No more command and control: To deliver for clients, asset managers need to be agile Asset managers need to dismantle hierarchies and promote diversity of thought if they are to future-proof their businesses. They can learn valuable lessons from tech companies, military leaders and even ancient philosophers, writes Apiramy Jeyarajah. Read more View all multi-asset & multi-strategy Real assets The long decline: Why trend economic growth is set to go on falling Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson. Read more An investor’s perspective on the UK’s Net Zero Strategy Darryl Murphy assesses the implications and opportunities for infrastructure investors. Read more Disclosures, trade-offs and green premia: The future of sustainability in real assets The path to a sustainable future for private markets is full of opportunity but also complexity, as Laurence Monnier and Ed Dixon explain. Read more How to build an office: Post-pandemic Watch our video to find out how offices can provide a powerful tool in boosting productivity, and attracting and retaining the best talent. Read more View all real assets Responsible investment What does the data say? Parcels, the (other) Amazon and COVID-19 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. Read more Credit: The long and short of ESG investing 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. Read more The tyranny of “fit”: If businesses want to maximise their potential, they need to be intersectional Employees are a company’s greatest asset. Leaders must take an inclusive, intersectional approach to enable them to give their best, argues Apiramy Jeyarajah. Read more Beyond borders: Reflections on a historic COP meeting 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. Read more View all responsible investment Economic research What does the data say? Parcels, the (other) Amazon and COVID-19 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. Read more The tyranny of “fit”: If businesses want to maximise their potential, they need to be intersectional Employees are a company’s greatest asset. Leaders must take an inclusive, intersectional approach to enable them to give their best, argues Apiramy Jeyarajah. Read more Beyond borders: Reflections on a historic COP meeting 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. Read more The long decline: Why trend economic growth is set to go on falling Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson. Read more View all economic research Data visuals What does the data say? Parcels, the (other) Amazon and COVID-19 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. Read more What does the data say? All eyes on Glasgow 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. Read more What does the data say? Ice meltdown, unicorns and green pensions In this month’s instalment of our visual series on topical data themes, we look at melting ice caps, the rising value (and volume) of ‘unicorn’ companies, and the hidden power of your pension. Read more What does the data say? Climate change, real yields and live TV In the latest instalment of our visual series on topical data themes, we look at the latest IPCC report, the significant decline in US real yields and people’s live TV versus streaming habits. Read more View all data visuals AIQ client matters Analysis and commentary specific to you and your industry. 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