AIQ is a digital and print publication that brings together the collective insight of Aviva Investors' teams from across the globe on the key themes influencing investment markets.
In this issue, we explore some of the most critical themes in the world of ESG. Our cover story focuses on the biggest question for investors: can you do well out of doing good? We also assess the concept of star culture in the corporate world; where chief executives achieve demigod status and enjoy the rewards to match. Steve Waygood, Chief Responsible Investment Officer at Aviva Investors, explains why engagement can be a much more powerful driver for change than divestment; we look at what the UK infrastructure industry needs to do to restore trust; and whether GDP is still a relevant measure of growth
Elsewhere, we take our crystal ball to assess what the legacy of Trumpism will be in the US and globally, including the environmental impact of his presidency. We explore whether the US and rival superpower China are heading towards an all-out currency war; we also consider whether fake news has implications for financial markets beyond short-term movements. Much has been written on the UK’s post-Brexit future; but the European Union has its own issues to address if it is to achieve closer integration among member states. We put the questions to Cambridge University professor Helen Thompson, a respected voice on the topic.