Markets continued to digest the endless news flow on global tariffs, while Nvidia provided further indications of the resilience of company earnings in the first quarter of the year.
Welcome back to Bitesize, a monthly data-viz series in which we unpack market developments in a single chart (or two), giving you sharp insights in under five minutes. This month, we explore the recent gold rush, and the surprising implications of taking money out of the equity market during dips.
US fiscal concerns took centre stage this week, as investors reassessed the long-term sustainability of government debt.
This week, equity markets have been riding a wave of optimism on the back of positive news flow, with the US stock market, as measured by the S&P 500, remarkably erasing its losses for the year.
100 days of President Trump
No one can predict the future. But our quarterly House View sets out the collective wisdom of our investment teams on the current state of global markets – and where they might be heading.
It was a turbulent start to the year for markets, but it wasn't all bad news. Join Amber Gleeson and Harriet Ballard as they discuss the themes driving markets so far this year.
Why has the price of gold surged over the past year? This week Luke Burwood and Dean Cook discuss the factors driving the increased demand for the precious metal and whether this rise can continue.
Harsharan Mann, Global Equities Analyst at Aviva Investors, discusses the key consumer trends in the UK, US and China to keep an eye on in 2025 and beyond.
Jonathan Toub, Global Equities Portfolio Manager at Aviva Investors shares his key takeaways on the urgent need for private sector investment in natural capital to combat ecosystem degradation.
How a holistic approach to investment stewardship can enhance client outcomes
Joshua French, Global Equity Analyst at Aviva Investors, shares the main takeaways from his recent trip to a technology conference in California. Catch all episodes of our 90 Second Equities video series here.
On the 10th of September, property listing company Rightmove was subject to a £5.6bn bid from Rupert Murdoch’s REA Group. Kunal Kothari and Stuart Empson at Aviva Investors discuss what this tells us about the UK equity market and actively managed UK equity portfolios.
Resilience, persistence and AIMS Target Return
The US presidential election is being talked about everywhere at the moment and investors have started to pay attention to what Trump 2.0 might mean for markets. So what is the Trump Trade?
Semiconductors are an integral part of our modern world. Global Equity Analyst, Joshua French at Aviva Investors, discusses the need for them, whilst looking at the climate impact through the value chain.
From Jeff Bezos’ garage to the largest online retailer in the world, Amazon turns 30 this month. But it's not always been straightforward. Watch our latest episode, where we talk about Amazon and its evolution into a global phenomenon.
The European football finals are currently in full swing in Germany and, as usual, this is big business for corporate sponsorship. But did you know that this year one third of the sponsoring companies are Chinese? We discuss what's driving this.
Sustainable investing trade-offs
2024 was always billed as the year of elections but European markets got a shock over the weekend when President Macron called a snap election in France. In this week's episode we discuss the possible implications of these upcoming elections.