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
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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.
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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.
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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.
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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.
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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.
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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.
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Bond Voyage: A journey into fixed income
This month, we discuss Spring meetings, the path for rates and sustainability-linked bonds.
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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.
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Building better: Opportunities for DC schemes to invest in the climate transition through real assets
By investing in climate-aligned real assets, defined-contribution pension schemes can help propel the transition while also benefiting from portfolio diversification and attractive risk-adjusted returns, says Mark Meiklejon.
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Resilience and recovery: The outlook for real estate long income
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team consider the outlook for long-lease assets after a challenging period for investors.
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Rents, rates and the refinancing gap: The outlook for real estate debt
After a challenging 12 months for real estate debt investors, Gregor Bamert discusses what lies ahead for the market in 2024.
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Bond Voyage: A journey into fixed income
In the latest instalment of our monthly series, our investment-grade, high-yield, emerging-market and global sovereign bond teams explore the key talking points in fixed income.
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Credit spreads and climate solutions: The outlook for climate-focused bond investors
For the first time in three years, interest rates should no longer be a headwind for credit markets in 2024, but other forms of uncertainty may affect climate-aware bond investors. Our credit experts discuss the key themes they expect to play out over the coming months.
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Des res: Opportunities in rental housing for institutional investors
Jonathan Bayfield examines the fundamentals of this asset class, as well as the opportunities and risks for real-estate investors.
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Common ground: Earning a social licence to operate in real asset investing
Successful real asset investing requires acceptance of asset managers’ practices and procedures from a variety of stakeholders. We explore what this means for managers, their clients and investment outcomes.
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Plus ça change…The outlook for infrastructure debt in 2024
Infrastructure demonstrated characteristic resilience in 2023 in the face of significant macroeconomic headwinds. Darryl Murphy from our infrastructure team explains why he expects current themes to persist in 2024.
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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.
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