06 Apr 2021

Aviva Investors: The COVID Nudge

In these data visualisations, we look at whether COVID-19 will achieve something that millions spent on public health campaigning has failed to do.

Use it or lose it

Home gym equipment, UK sales

Home gym equipment, UK sales up 5813%
Source: Idealo, July 26, 2020

Demand for home gym equipment exploded, as lockdowns intensified and gyms closed. Exercise in the garden or front room has become the order of the day.

On guard

Vitamin D, UK sales

Vitamin D, UK sales up 8%
Source: Mintel, July 2020

Appetite for supplements to boost the immune system increased. The sunshine vitamin – vitamin D – became the fastest growing vitamin supplement.

Time to quit?

Cigarettes, global sales

Cigarettes, global sales, down 11%
Source: GlobalData, September 21, 2020

Smokers have abandoned the habit in droves, partly due to health concerns, and partly due to the income squeeze triggered by lockdowns.

Get on your bike

e-bike exports, Taiwan sales

e-bike exports, Taiwan, up 22%
Source: TAITRA, BikeEurope, September 15, 2020.

Ordered in, but keen to get out? E-bike sales surged in 2020, with analysts asking: could an e-bike replace a car?

Back to nature

Plants, UK online sales

Plants, UK online sales, up 500%
Source: Patch, October 31, 2020

With more time spent at home, millions have taken up healthy pursuits like gardening.

Raise a glass to that

No-alcohol and low-alcohol (nolo), UK H1 lockdown sales

No-alcohol and low-alcohol (nolo), UK H1 lockdown sales, up 30%
Source: Neilson, October 2020

While the stress of living through a pandemic has caused some to hit the bottle, others have reduced alcohol consumption significantly; ‘nolo’ has become a significant trend in the global drinks market.


Important information

Except where stated as otherwise, the source of all information is Aviva Investors Global Services Limited (AIGSL). Unless stated otherwise any views and opinions are those of Aviva Investors. They should not be viewed as indicating any guarantee of return from an investment managed by Aviva Investors nor as advice of any nature. Information contained herein has been obtained from sources believed to be reliable but has not been independently verified by Aviva Investors and is not guaranteed to be accurate. Past performance is not a guide to the future. The value of an investment and any income from it may go down as well as up and the investor may not get back the original amount invested. Nothing in this material, including any references to specific securities, assets classes and financial markets is intended to or should be construed as advice or recommendations of any nature. This material is not a recommendation to sell or purchase any investment.

In Europe this document is issued by Aviva Investors Luxembourg S.A. Registered Office: 2 rue du Fort Bourbon, 1st Floor, 1249 Luxembourg. Supervised by Commission de Surveillance du Secteur Financier. An Aviva company. In the UK Issued by Aviva Investors Global Services Limited. Registered in England No. 1151805. Registered Office: St Helens, 1 Undershaft, London EC3P 3DQ. Authorised and regulated by the Financial Conduct Authority. Firm Reference No. 119178. In France, Aviva Investors France is a portfolio management company approved by the French Authority “Autorité des Marchés Financiers”, under n° GP 97-114, a limited liability company with Board of Directors and Supervisory Board, having a share capital of 17 793 700 euros, whose registered office is located at 14 rue Roquépine, 75008 Paris and registered in the Paris Company Register under n° 335 133 229. In Switzerland, this document is issued by Aviva Investors Schweiz GmbH.

In Singapore, this material is being circulated by way of an arrangement with Aviva Investors Asia Pte. Limited (AIAPL) for distribution to institutional investors only. Please note that AIAPL does not provide any independent research or analysis in the substance or preparation of this material. Recipients of this material are to contact AIAPL in respect of any matters arising from, or in connection with, this material. AIAPL, a company incorporated under the laws of Singapore with registration number 200813519W, holds a valid Capital Markets Services Licence to carry out fund management activities issued under the Securities and Futures Act (Singapore Statute Cap. 289) and Asian Exempt Financial Adviser for the purposes of the Financial Advisers Act (Singapore Statute Cap.110). Registered Office: 1 Raffles Quay, #27-13 South Tower, Singapore 048583. In Australia, this material is being circulated by way of an arrangement with Aviva Investors Pacific Pty Ltd (AIPPL) for distribution to wholesale investors only. Please note that AIPPL does not provide any independent research or analysis in the substance or preparation of this material. Recipients of this material are to contact AIPPL in respect of any matters arising from, or in connection with, this material. AIPPL, a company incorporated under the laws of Australia with Australian Business No. 87 153 200 278 and Australian Company No. 153 200 278, holds an Australian Financial Services License (AFSL 411458) issued by the Australian Securities and Investments Commission. Business Address: Level 30, Collins Place, 35 Collins Street, Melbourne, Vic 3000, Australia.

The name “Aviva Investors” as used in this material refers to the global organization of affiliated asset management businesses operating under the Aviva Investors name. Each Aviva investors’ affiliate is a subsidiary of Aviva plc, a publicly- traded multi-national financial services company headquartered in the United Kingdom. Aviva Investors Canada, Inc. (“AIC”) is located in Toronto and is registered with the Ontario Securities Commission (“OSC”) as a Portfolio Manager, an Exempt Market Dealer, and a Commodity Trading Manager. Aviva Investors Americas LLC is a federally registered investment advisor with the U.S. Securities and Exchange Commission. Aviva Investors Americas is also a commodity trading advisor (“CTA”) registered with the Commodity Futures Trading Commission (“CFTC”) and is a member of the National Futures Association (“NFA”). AIA’s Form ADV Part 2A, which provides background information about the firm and its business practices, is available upon written request to: Compliance Department, 225 West Wacker Drive, Suite 2250, Chicago, IL 60606.


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