Biography
Main responsibilities
Since launching in 2016, the team behind AIQ have been driven by a common goal: to give our clients and other interested parties fresh insight into the biggest themes affecting financial markets and the global economy. We also offer insights on more specialised topics, such as portfolio construction and cashflow-driven investing.
Experience and qualifications
Too often, the content produced by the asset management industry is bland, jargon-heavy and self-serving. Recognising we don’t have all the answers, AIQ brings together the best independent experts and Aviva Investors’ investment professionals to offer a more rounded picture on the stories that matter. Open to fresh perspectives and committed to strong editorial principles, AIQ stands out. After all, it’s good to be different.
Our latest views
-
The future of green premia in real estate, part one: The view from the ground
Do greener buildings have more pricing power, and if so, how much? We bring together the views of leading capital markets researchers, a valuer and an asset manager for a two-part deep dive on the latest market dynamics.
-
Blueprints for a greener economy: Creating a transition planning ecosystem
National transition plans can give investors support, confidence and direction to accelerate the flow of finance to bring about a low-carbon economy. As such, they should be seen as a strategic opportunity.
-
Nothing to fear: Sustainable investing trade-offs
Sustainable investing, and the supposed trade-offs involved, have been a topic of heated debate. But trade-offs are a fundamental part of all types of investment; the key is to be clear about your objectives, as Mirza Baig explains.
-
Bond Voyage: A journey into fixed income
This month, we discuss fiscal discipline in emerging markets, investment-grade credit portfolio construction, potential opportunities for sovereign investors in Canada and the merits of a developed-market focus in global high yield.
-
Multi-asset allocation views: Three faces of reflation
Reflation – another word for increasing economic activity, with an undertone that inflation isn't consistently falling – has been the dominant theme for investors so far in 2024. Sunil Krishnan explores how it is affecting bonds, equities and commodities.
-
Emerging-market debt turns the corner: The EM investment universe grows amid improved resilience
Emerging-market debt analyst Carmen Altenkirch reports back from the recent International Monetary Fund (IMF)/World Bank meetings in Washington.
-
See the wood, not just the trees: How climate-focused credit investors can help drive real-world change
Green bond funds and Paris-aligned benchmarks are aimed at climate-focused credit investors who also want the simplicity of passive investing. But while they decarbonise portfolios, they exclude the companies in the real economy that need to transition if the world is to meet the Paris Agreement goals. This is why an active approach can be beneficial.
-
Bond Voyage: A journey into fixed income
This month, we discuss Spring meetings, the path for rates and sustainability-linked bonds.
-
Cyclical, structural, vintage: The outlook for real estate equity
High inflation and rising rates hit activity in real estate markets over the past year. But cautious optimism is now returning to the investment landscape in the UK and Europe, say Imogen Ebbs and George Fraser-Harding.
-
Equity income megatrends: Four themes reshaping the landscape for income investors
In this article, Richard Saldanha takes a look at four megatrends that are likely to transform companies and markets over the coming years, and how they might create opportunities for equity investors.
-
Casting a wider net: Equity income investors find opportunities in global tech and industrials
Large tech firms such as Meta have announced they will pay dividends for the first time in 2024, illustrating the opportunities equity income investors can find beyond “traditional” dividend-paying stocks, argues Richard Saldanha in this Q&A.
-
New Delhi eyes the debt markets: Are Indian bonds the next big thing?
With Indian debt set to be included in major international benchmarks this year, emerging-market sovereign debt analyst Nafez Zouk travelled to the country to assess its prospects.
-
The haves and the have-nots: Why increasing dispersion favours active management in high yield
In this Q&A, Sunita Kara and Brent Finck discuss why recent developments in high-yield markets strengthen the case for active management.
-
The ‘In’ crowd: Why companies with ‘club’ dynamics can represent opportunities
Francois de Bruin explores how creating “clubs” can bolster network effects, enhance firms’ resilience and make them attractive to investors.
-
Bond Voyage: A journey into fixed income
In the April edition of our monthly series, we explore the latest developments in fixed-income markets.
-
Tech’s tightening grip: What rising US stock concentration means for equity investors
Soaring technology share prices have driven US stock market concentration to unprecedented levels and pushed the US market to a record premium relative to other markets. While both trends could persist, investors need to be aware of the implications, argue Richard Saldanha and Joao Toniato.
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.
The Little Book of Data
Good data visualisation makes us see the world anew. The sixth edition of The Little Book of Data presents original and curated visuals, charts and graphics to offer a fresh perspective on topics shaping our world.