Central banks will find it far harder to eradicate inflation than markets anticipate and will be in no hurry to ease off on rate hikes, argues Ian Pizer.
Despite experiencing a backlash in 2022, it’s worth remembering why integrating ESG is so vital to a robust investment process, explains Shane O’Brien.
Building robust multi-asset portfolios is not a game of chance. We explain how expertise is a key pillar of our MAF Core range.
In a world of high inflation and rising borrowing costs, every penny counts. We understand this, which is why value for money is the key pillar of the Aviva Investors Multi-asset Core Fund range.
In our video, Senior Investment Director Andy Ford, speaks to Global Responsible Investment Senior Manager Jess Foulds, asking; what are the FCA hoping to achieve? What do advisers need to do in response to the consultation? And, where will the FCA turn their attention to next?
Beijing’s ideological battle to stamp out COVID-19 appears increasingly misguided as the rest of the world learns to live with the virus. But the impact of China’s approach will be felt far beyond its borders.
Government bonds have not acted as safe haven assets recently. Sunil Krishnan explores whether this spells the end of the traditional 60/40 allocation in multi-asset portfolios.
This interactive based training programme is designed to help you navigate the ESG landscape, understand the regulatory changes that may affect your business, and provide guidance when it comes to talking to your clients about ESG.
The Aviva global equities team discuss the main direct and indirect consequences of the Ukraine-Russia crisis for stocks.
What does the data say? Our monthly data-inspired series
As the world continues to grapple with the health implications of COVID-19, unintended consequences were inevitable. In this data-led story, we look at the effect the pandemic has had on global plastic wastage and what policymakers can do to tackle the issue.
Technology firms are often favoured by ESG funds because of their ostensibly clean, asset-light business models. But investors need to look deeper and challenge unethical and unsustainable practices across the industry, argue Louise Piffaut and Charles Devereux.
Direct-to-consumer, data and the behavioural economy
Regulatory authorities around the world are targeting the big US tech giants. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold and influence on numerous economic sectors will be hard to loosen.
We recently published our House View Q3 2021. Michael Grady (MG), Head of Investment Strategy and Chief Economist and Fabio Faltoni (FF), Multi-asset & Macro Investment Director discuss our latest economic outlook and its implications for global investment markets.
A strong economic recovery and continued reflationary bias from the Federal Reserve could push long-dated yields higher on US Treasuries, says Sunil Krishnan.
Investor power was a critical factor behind BP setting one of the most ambitious climate strategies of any oil major.
While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.
In 2019, some of the world’s biggest companies pledged to look beyond short-term shareholder value and protect the interests of all stakeholders. The coronavirus pandemic has put these commitments to the test, says Mirza Baig.
To gain an accurate picture of a company’s long-term prospects, investors must pay close attention to the details, says Giles Parkinson.