Gross domestic product is our chief measurement of economic health. But GDP is failing to account for the dynamics of modern economies and damage to the environment — and some experts are calling for reform.
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.
Given the apparently close historical relationship between various financial indicators and the economy, some commentators have been quick to talk up the danger of a US recession in view of recent market developments. Such fears appear unfounded, even if growth is likely to slow, argues Michael Grady.
With US President Donald Trump accusing China of manipulating its exchange rate to gain the upper hand on trade, we consider the likelihood of an all-out currency war between the rival superpowers.
Cambridge University professor Helen Thompson tells AIQ why the path to a more integrated EU is unlikely to get easier after Brexit.
Can investing responsibly enhance returns? We take an in-depth look at the relationship between responsible investing and performance.
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.
One of the most serious problems with GDP is that it fails to measure the impact of economic growth on the planet’s finite environmental resources. 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.
Gross domestic product is our chief measurement of economic health. But GDP is failing to account for the dynamics of modern economies and damage to the environment — and some experts are calling for reform.
Star CEOs are bringing into question what makes a good leader in a flatter, networked world. We explore what this means for the overall governance of companies.
The Italian government’s plans to sharply hike spending leave it on a collision course with the EU. But financial markets, as well as Brussels, will determine whether the populists in Rome can deliver on their electoral pledges.
More retailers are turning to corporate voluntary arrangements to restructure their estates - but a dynamic landscape is no surprise for seasoned real estate investors.
The recent Annual Meeting of the IMF reinforced that EM debt investors should pay extra attention to countries’ individual circumstances, write Aaron Grehan and Carmen Altenkirch.
Pension schemes will confront a different set of challenges as they mature, not least around cashflows. How these problems are managed now will affect the financial health of the schemes far into the future.
In our latest alternative income update, we look at opportunities in structured finance as stringent capital requirements continue to rein in banks’ activities in certain areas, including long-term lending and derivatives.
Gross domestic product is our chief measurement of economic health. But GDP is failing to account for the dynamics of modern economies – and some experts are calling for reform.
Competition in the private debt market has eroded investor protections. Understanding where the risks lie and how to mitigate them will be key to long-term investment success.
Despite a torrid few months, frontier bond markets still have an important role to play in investors' portfolios
We consider how technological advances, alternative data sources and shifting investor flow dynamics are changing the face of fixed income markets.
Government debt-to-GDP ratios in many advanced countries are approaching post-World War II highs, leaving them increasingly vulnerable to a worsening in economic conditions and demographic forces, argues Stewart Robertson, senior economist for the UK & Europe at Aviva Investors.