In these data visualisations, we look at whether COVID-19 will achieve something that millions spent on public health campaigning has failed to do.
When it comes to ESG, we demand a lot of the companies we invest in. But to have credibility with clients, we need to hold ourselves to even higher standards.
The early part of a year gives investors an opportunity to take stock. Sunil Krishnan reflects on how the current environment is shaping our views for multi-asset portfolios.
Should I stay or should I go? The multi-asset move from peer-group benchmarks to volatility targets
In the latest article in our regular series on how ESG considerations are integrated into our multi-asset investment process, Jerome Nunan explains how an investment in a US rail company supports the transition to a low-carbon economy.
There’s a transformation happening in financial markets and people’s mindsets, as we transition away from fossil fuels in favour of clean renewable energy sources, writes Thomas Stokes.
Reducing the amount of carbon dioxide in the atmosphere is becoming an increasingly urgent priority in the fight against climate change. Both new and established pathways to remove the gas are under scrutiny, as decision makers around the globe grapple with how to take the most effective action.
Evidence that a company wields pricing power in its industry is the best indication of a sustainable competitive advantage, argues Giles Parkinson.
There’s a transformation happening in financial markets and people’s mindsets, as we transition away from fossil fuels in favour of clean renewable energy sources, writes Thomas Stokes.
In the first of a new regular series on how ESG considerations are integrated into our multi‐asset investment process, Shane O’Brien explains how consistent engagement with a well‐known UK financial institution led to a positive commitment on climate change.
New EU regulation promoting responsible investment is coming to our shores and not before time, says Thomas Stokes, investment director at Aviva Investors.
After a strong summer, conditions are changing in asset markets. Sunil Krishnan assesses the risks and opportunities for investors.
With the notable exception of China, countries around the world have struggled to get their economies firing on all cylinders without COVID-19 infections flaring up again. Until a way to contain the virus is found, recoveries are likely to remain stop-start and fragile, argue Ian Pizer, Mark Robertson and Sunil Krishnan.
Engagement with businesses can encourage positive change and also ensures ESG remains prevalent throughout the investment process, as Chris Murphy and James Balfour explain.
Conviction on stock selection and the humility and discipline to learn from poor investment decisions is essential for long term returns. Chris Murphy and James Balfour explain how this works in practice.
Stocks are volatile, yet to generate long-term returns investors must ignore the market furore and abide by their investment discipline, according to Chris Murphy and James Balfour.
Liam Spillane and Aaron Grehan explain why there are still opportunities for investors in emerging market debt, despite expectations of higher defaults and lower recovery rates.
Is there a lesson to be drawn from history? No two crises are the same but useful insights can be gleaned from comparisons, as Jerome Nunan explains.
An economy in lockdown has significant effects for investors in real assets. In this data illustration, our real assets research team consider the benefit of businesses returning to their usual locations against the risks of doing so.
So far, equity markets have borne the brunt of investors’ coronavirus-related concerns. In this Q&A, Chris Murphy explains why he thinks the reaction is over-blown in the UK and where he sees the opportunities and risks emanating.