Aviva Investors

14 June 2024
Ask the Fund Manager, Guillaume Paillat
Ask the Fund Manager, Guillaume Paillat

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.

12 June 2024
Ask the Fund Manager, Dean Cook - How did markets do in May?
Ask the Fund Manager, Dean Cook - How did markets do in May?

Peter Smith and Dean Cook take a look at how markets fared in May with global equities back on track and US and European stock markets hitting all-time highs.

30 May 2024
See the wood, not just the trees
See the wood, not just the trees

How climate-focused credit investors can help drive real-world change

30 May 2024
Emerging-market debt turns the corner
Emerging-market debt turns the corner

Emerging-market debt analyst Carmen Altenkirch reports back from the recent International Monetary Fund (IMF)/World Bank meetings in Washington.

22 May 2024
Equity income megatrends
Equity income megatrends

Four themes reshaping the landscape for income investors

21 May 2024
Cyclical, structural, vintage
Cyclical, structural, vintage

The outlook for real estate equity

3 May 2024
Ask the Fund Manager, Sunil Krishnan - What happened to markets in April?
Ask the Fund Manager, Sunil Krishnan - What happened to markets in April?

April was a tough month for equity and bond markets. In this week’s episode Pavesh Sehmar and Sunil Krishnan discuss the reasons why.

30 April 2024
Ask the Fund Manager, Dean Cook - US Debt: how much is too much?
Ask the Fund Manager, Dean Cook - US Debt: how much is too much?

In each new episode, our Multi-asset Investment Directors put the difficult questions to members of the Multi-asset team.

29 April 2024
The haves and the have-nots
The haves and the have-nots

Why increasing dispersion favours active management in high yield

25 April 2024
Heading for a soft landing?
Heading for a soft landing?

A Q&A with Peter Fitzgerald and Ian Pizer

25 April 2024
Bond Voyage - A journey into fixed income
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.

 

16 April 2024
The war on bugs
The war on bugs

Climate change contributes to growth in the pest-control industry

16 April 2024
Multi-asset allocation views
Multi-asset allocation views

What’s behind Japan’s stock-market sugar rush?

4 April 2024
Three big questions for multi-asset investors
Three big questions for multi-asset investors

The weight of US equities in global markets, a turbulent period for bonds and the impact of environmental, social and governance (ESG) factors on performance are three key issues on investors’ minds. In this article, Aviva Investors’ Shane O’Brien discusses what they mean for multi-asset investors.

1 February 2024
Levelling up
Levelling up

Gender balance in the workplace

Despite progress on female representation in senior financial roles, the industry is nowhere near parity. We explore how finance can create a level playing field for all genders to thrive.

31 January 2024
Changing course
Changing course

Creating a stable investment framework for offshore wind

Better market mechanisms and grid connection arrangements are essential to restore a stable investment environment in the offshore wind sector, as Nick Molho explains.

30 January 2024
Bond Voyage
Bond Voyage

A journey into fixed income

In this new year instalment of our monthly series, our investment-grade, high-yield, emerging-market and global sovereign bond teams share their fixed-income resolutions.

30 January 2024
Disrupting the market - Broaden your multi-asset horizons
Disrupting the market

Broaden your multi-asset horizons

8 January 2024
The time to lead
The time to lead

Reforming multilateral development banks through a climate lens

8 January 2024
The tipping point for climate finance
The tipping point for climate finance

Making financial flows consistent with the Paris Agreement