articles & commentary from Aviva Investors

Aviva Investors

Investment Webcast for Financial Advisers and Paraplanners - Aviva Investors: Earth, Wind and Fire: Do you remember, … September?

A lot has happened in markets since September 2018. Ironically, concerns about slowing growth led to the Fed’s “dovish pivot”, which in turn has boosted returns across a range of financial assets. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Medicine, politics and investing: Tensions abound

With the issue of healthcare likely to take centre stage in the 2020 US elections, investors will be watching closely to understand the impact of changes to the industry. more...

Retirement news for Financial Advisers and Paraplanners - Aviva Investors: Five charts that will make you think differently about retirement

Retiring at 60 is a relatively new concept, and possibly a short-lived one in our history. As populations age – and age better – people are looking at a host of ways to stay in work and sustain their retirement income. We present five charts that sum up the changing landscape. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors sustainable income & growth fund webinar – earn CPD points

As interest rates remain close to rock-bottom levels and retirement journeys become ever-more complex, the need for reliable income solutions has never been greater. In this environment, bottom-up security selection provides an alternative approach to conventional multi-asset income portfolios. more...

Investment News for Financial Advisers & Paraplanners - Aviva Investors: Investors must hold bad bosses to account

Institutional shareholders need to be as agile and active as private equity in dealing with failures of leadership. more...

Investment News for Financial Advisers & Paraplanners - Aviva Investors: Three steps to improve the green bond market

Green bonds can be a powerful tool for attracting investment in environmental projects, but reforms are needed to promote further growth of the market, argues Colin Purdie. more...

Investment News for Financial Advisers & Paraplanners - Aviva Investors: Private wants, public needs: Creating better incentives for technology, pharma and infrastructure

With society facing many urgent and complex challenges, deciding who is best-placed to deliver solutions has become an emotive and often political subject. We assess whether there is a better way to utilise the skills and resources of the public, private and third sectors for the greater good. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: BP vote demonstrates power of engagement

As climate change rises up the political agenda throughout the West and beyond, shareholders have an important role to play in limiting global fossil fuel consumption by pressuring oil companies to amend their strategies, argues Sora Utzinger. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: ESG and real assets: A matter of balance

Assessing ESG risks within real asset investments is far from straightforward. Mark Versey and Stanley Kwong use five case studies to illustrate the balance of ESG risk factors that affects investment decision-making, beyond simply trying to be ‘green’. more...

Investment update for Financial Advisers and Paraplanners - Aviva Investors: State of the nation: South Africa at a crossroads

South African President Cyril Ramaphosa delivered his State of the Nation address on June 20, having led the ANC to victory in May’s elections. But his administration needs to move fast to address an economic slowdown, argues Bryony Deuchars. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Quarterly update on drivers in real assets - Q2 2019

In our regular update on drivers in real assets we assess how real assets could appreciate amid lower long-term rates, we look at how lower bond yields are likely to extend the real estate cycle in the UK, but note that lending at senior level has reduced interest rate sensitivity. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Italy’s threat to the euro has not gone away

The Italian government remains on a collision course with Brussels despite recently striking a deal over its 2019 budget. A mis-step by either side could lead to a fresh euro zone crisis that the new head of the ECB might struggle to contain. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Re-imagining partnerships in infrastructure finance

While the shape of the UK’s future relationship with its European neighbours is still unclear, the question of how to finance infrastructure fit for the 21st century is equally pressing, argues Darryl Murphy. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Defying uncertainty in retirement

The unknowns of the future, complexity of investment markets and unique needs of every individual make ‘defying uncertainty’ a complicated problem for those looking to retire. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: ESG: A keystone for stronger emerging markets

Economic development is at a crossroads for emerging markets, and the road ahead will need to be paved with environmental, social and governance considerations. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Emerging markets election cycle - 2019

Numerous emerging markets are going to the polls in 2019. We survey some of the key results so far and look ahead to the big votes in the second half of the year. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: US vs THEM: Ian Bremmer on politics, trade and technology in emerging markets

We speak to the political scientist about the long-term themes affecting emerging markets, from the trade war to technological automation to climate change. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investment: Debt, consumers and technology: Three trends that will define China

How China deals with the challenges of rising debt, a transition to a consumer economy and the technological ‘arms race’ with the West will have big implications for investors. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Finding the right blend of assets

Achieving the right blend of multi-asset solutions can enhance risk-adjusted returns over the long term. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: 'Fairtrade for finance' should be a badge of honour - not a rubber stamp

A Fairtrade-style kitemark for responsible investment is in the pipeline. Properly implemented, the initiative should improve industry standards on ESG, writes Steve Waygood. more...

Industry news for Financial Advisers and Paraplanners - Aviva Investors: China’s tech future: Pirate or innovator?

Western governments and companies routinely complain about the practice of ‘forced technology transfer’ in China, but are these grumbles justified? And beyond the trade war, what does the future hold for Chinese tech innovation? more...

Investment news for Financial Advisers & Paraplanners - Talking with David Cumming

Talking equities, markets and playing the piano with David Cumming, Chief Investment Officer, Aviva Investors and Richard Romer-Lee, Square Mile. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Sherpas or satnavs: The advisory conundrum

With robust tools and guides, investors can improve their chances of reaching their desired financial destination rather than taking a wrong turn. more...

Investment Webinar for Financial Advisers & Paraplanners - Aviva Investors: The untold story: UK equity income

Please watch our webinar where we reveal the secrets to building consistent outperformance over a 10-year period that has included numerous volatile events. more...

Investment News for Financial Advisers & Paraplanners - Aviva Investors: China’s precarious balancing act

China is stepping up efforts to stabilise growth after it sagged last year to a three-decade low. But by piling more debt on an already highly leveraged economy, Beijing looks to be storing up problems for the future. more...

Investment News for Financial Advisers & Paraplanners - Aviva Investors: ECB support reveals much about Europe's lenders

With cheap loans returning to the European Central Bank’s toolkit, questions must be asked again about the health of the region’s banks. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Cool off: Could proposed Dutch legislation diminish corporate accountability?

Dutch legislators seem intent to push ahead with controversial proposals intended to rein in shareholder activists and make hostile takeovers more difficult, as Louise Piffaut explains. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Keeping multi-asset solutions on track

In an evolving world of tighter monetary policy, increased volatility and moderating growth it is crucial to engineer solutions that can go the distance. more...

Investment news for Financial Advisers & Paraplanners - Trading places: Why southeast Asia could benefit from US-China spat

Trade wars have disrupted supply chains and weighed on stock performance in emerging markets. But as manufacturing companies shift production away from China to evade tariffs, some of its neighbours have spotted an opportunity. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: ESG focus: China's green mission

China's recent emphasis on environmental issues may be a welcome relief to Trump's climate change denials, but is there a disconnect between state rhetoric and the practices of its companies? more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: The future of transport: mapping the way ahead

New technologies, including electric and autonomous vehicles, big data, blockchain and artificial intelligence, will have significant consequences for the transport sector and beyond. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Interest rates on hold, but not in reverse

Financial markets have surged since the start of the year after central banks appeared to put monetary policy tightening on hold. Our investment teams give their views on where monetary policy goes next and what that means for asset prices. more...

Retirement news for Financial Advisers & Paraplanners - Aviva Investors: The future of retirement

The idea that in one’s sixties it might be time to step out of work and retire into a life of leisure is relatively recent. But with more people living longer, expectations of retirement are being reshaped. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: The ties that bind – the future of Europe

Brexit continues to dominate headlines in the UK, but the European Union faces other long-term challenges, from the rise of Euroscepticism in Italy to the stalled progress of euro zone reform. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Future of the euro zone: an interview with Ashoka Mody

The received wisdom on the euro zone is that it needs to become more tightly integrated to survive. To ensure the resilience of the monetary union, fiscal transfers to peripheral economies and risk-sharing via the mutual issuance of Eurobonds are necessary and perhaps inevitable. Princeton economist Ashoka Mody takes a different view. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: The AIQ Podcast: Ethics & Alpha - by Steve Waygood

Does investing responsibly mean sacrificing returns? Such a seemingly simple and innocuous question can cause all manner of confusion. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: A matter of taste

As breakthroughs in nutritional science challenge assumptions that have driven global food producers to create products loaded with salt, sugar and hydrogenated fat, the industry looks ripe for disruption. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Growing pains

GDP: a wealth of meaning is crammed into those three letters. Gross domestic product is our principal index of economic welfare. It is the subject of conferences and hand-wringing editorials. It is the metric by which the success or failure of government policy is judged. more...

Investment webcast for Financial Advisers & Paraplanners - Aviva Investors Multi-asset Webinar – Beware the Ides of March

Stocks just had their best January in three decades, on the heels of the worst December since 1931. However, should investors now be bracing themselves for a politically turbulent March, given the looming US-China trade talks and Brexit deadline? Or, with the Federal Reserve on pause, should they remain focused on the potential opportunities ahead? more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: ESG focus: Malaysia’s chance to clean up

As the fallout from the 1MDB continues, and Mahathir Mohamad returning to power on an overly ambitious reform agenda, it is easy to be sceptical about Malaysia’s ESG credentials. But as Stanley Kwong explains, the reality is far more nuanced. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: The big interview with David Miliband: The West in retreat

In our Big Interview, David Miliband talks to AIQ about the growing humanitarian emergency in war-torn countries, the retreat from global engagement by the West and the future of centre-left politics. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Finding flow: four rules for successful collaboration

Good collaboration is key to success in almost every field, from business to finance to sport. We explore how organisations can encourage staff to work together to share ideas, avoid mistakes and improve performance. more...

Investment news for Financial Advisers and Paraplanners - Plastic (not so) fantastic

The ultra-long lifespan of plastics is proving an ecological challenge. As consumers become alarmed at the environmental contamination caused by synthetic organic polymers, we look at the alternatives and the role of investors in pushing for change. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Why a US recession in 2019 is unlikely

Given the apparently close historical relationship between various financial indicators and the economy, some commentators have been quick to talk up the danger of a US recession in view of recent market developments. Such fears appear unfounded, even if growth is likely to slow, argues Michael Grady. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: The UK grocery market: ripe for disruption

With the grocery market undergoing significant changes, the successful supermarkets of the future are likely to be smaller and focussed on providing a rich shopping experience, writes Jonathan Bayfield. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Can the ‘Tropical Trump’ rescue Brazil?

Markets may have reacted positively to the election of Jair Bolsonaro as president of Brazil, but investors would be advised to temper their optimism given the political challenges he will face when he takes office in the New Year. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Equities outlook: four predictions for 2019

How will equities perform in a challenging environment marked by political tensions and rising interest rates? Here are our forecasts for the next 12 months. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: What will Europe look like if and when we leave the EU?

Much has been made of what Britain may look like after Brexit in the UK press. In this piece, Cambridge University professor Helen Thompson tells us what the picture could look like for Europe in a post-Brexit world. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: UK real estate outlook: three opportunities for investors in 2019

Aviva Investors’ Jonathan Bayfield discusses the outlook for real estate. UK real estate markets face potential headwinds in 2019 as Brexit, trade talks and rising interest rates threaten to weigh on demand. But there are grounds for optimism. There may yet be favourable resolutions to both the Brexit talks and the US-China trade dispute. Furthermore, rate hikes are likely to be gradual, supporting continued appetite for real estate among institutional investors. And while appropriate strategies will be needed to mitigate late-cycle risks, there remain pockets of value in certain sectors: more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Life after Merkel

Annegret Kramp-Karrenbauer has replaced Angela Merkel as leader of Germany’s ruling CDU party, and may soon take her place as chancellor. What does this mean for Germany – and Europe? more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors House View 2019 outlook

The intelligence that guides our investment decisions. Read our team’s collective insight on how the end of accommodative monetary policy, the return of volatility and European dis-unity may impact the outlook for financial markets. Our team also explore the divergence in growth between the US and other major markets. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Conscious decoupling: GDP and environmental sustainability

One of the most serious problems with GDP is that it fails to measure the impact of economic growth on the planet’s finite environmental resources. As economist Kenneth Boulding once put it: “Anyone who believes that exponential growth can go on forever in a finite world is either a madman or an economist.” more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Beware the risks of equity market concentration

With concentration levels increasing in stock markets around the world, investors in passive equity strategies are taking on ever more risk, argues Richard Saldanha. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Currencies: The phoney War?

With US President Donald Trump accusing China of manipulating its exchange rate to gain the upper hand on trade, we consider the likelihood of an all-out currency war between the rival superpowers. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Europe after Brexit

Cambridge University professor Helen Thompson tells AIQ why the path to a more integrated EU is unlikely to get easier after Brexit. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Building trust and delivering value

In partnership with The Investment Association and ITN Productions, this four-minute Aviva Investors video highlights the crucial role of asset managers to create a more sustainable world. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Ethics and Alpha

The latest issue of AIQ explores the most critical themes in the world of responsible investment. Our cover story focuses on the biggest question for investors: can you do well out of doing good? more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Rising bond yields need not spell disaster for real assets

Investors will favour real asset classes offering growth potential in an environment of increasing bond yields, argues real asset analyst Vivienne Bolla. more...

Investment News for Financial Adviser and Paraplanners - Aviva Investors: Sustainable investment needs a helping hand from regulators

Steve Waygood explains how insurers, policymakers and regulators can work together to manage the risks associated with climate change and encourage sustainable investment. more...

Investment News for Financial Adviser and Paraplanners - Aviva Investors: Director or Dictator?

Star CEOs are bringing into question what makes a good leader in a flatter, networked world. We explore what this means for the overall governance of companies. more...

Investment commentary for Financial Adviser and Paraplanners - Aviva Investors: The Italian budget drama

The Italian government’s plans to sharply hike spending leave it on a collision course with the EU. But financial markets, as well as Brussels, will determine whether the populists in Rome can deliver on their electoral pledges. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: UK retail parks ripe for redevelopment

With UK retail parks facing an increasingly perilous future, turning the sites into vibrant residential-led developments offers land owners an opportunity to bolster investment returns. The pressures on UK retailers are intensifying as they are hit by rising costs, sluggish consumer spending and ever-expanding online sales. Since the turn of the year, Toys “R” Us, Maplin and Poundworld have gone into administration while others, including House of Fraser, Debenhams, Carpetright and Marks & Spencer, have closed stores. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors Responsible Investment in Action newsletter – Issue 2

We believe that driving ESG (Environmental, Social and Governance) issues up the investment industry's agenda is the way we'll build a better future for our clients. more...

Investment news for Financial Advisers and Paraplanners - Earthquakes and economics: Bali IMF summit highlights the divergence in EM debt markets

The recent Annual Meeting of the IMF reinforced that EM debt investors should pay extra attention to countries’ individual circumstances, write Aaron Grehan and Carmen Altenkirch. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Journey’s end: route options for DB pension schemes

Pension schemes will confront a different set of challenges as they mature, not least around cashflows. How these problems are managed now will affect the financial health of the schemes far into the future. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Global market outlook and asset allocation: Risk off, for now

Katarina Cohrs, Investment Strategist and a new member of our House View team shares our change in asset allocation views on currencies, especially the US dollar against Asian currencies. She also explains the rationale for our reduction in allocation to equities as well as where and how we’re spending our risk budgets within fixed income markets. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Making multi-asset portfolios more nutritious

As the era of extraordinary monetary stimulus draws to a close we believe that it is time to take a new approach to multi-asset investing. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Strategic positioning: How should fixed income investors prepare for rising rates?

With interest rates on the rise – most evidently in the US but also in countries such as the UK, Canada and India – reducing interest-rate risk is clearly an appealing strategy. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: US holds the key to emerging markets’ prospects

With emerging market assets under pressure on the back of rising US interest rates, a strong dollar and an escalating trade war between the US and China, our equity and bond teams give their opinion on areas to avoid and where pockets of value are emerging. more...

Investment commentary for Financial Adviser and Paraplanners - Aviva Investors: House view Q4 2018

The intelligence that guides our investment decisions. Read our team’s collective insight on how the end of accommodative monetary policy, trade tensions and uncertainty in emerging markets may impact the outlook for financial markets. Our team also argue that we should not expect a recession in the next two years. more...

Investment commentary for Financial Adviser and Paraplanners - Aviva Investors: Ten years on: The ghost of Lehman

We explore the lessons from the global financial crisis and what lies ahead for bond markets. more...

Investment commentary for Financial Adviser and Paraplanners - Aviva Investors: Blindfolded monkeys vs investment professionals

In 1973 economist Burton Malkiel, a Princeton University professor, claimed that “a blindfolded monkey throwing darts at the stock listings” could do as well as an investment professional. more...

Investment commentary for Financial Adviser and Paraplanners - Aviva Investors: Tariffed: who are the losers in Trump’s trade war?

Trump’s tariffs on Chinese imports are stoking market volatility, but there are also longer-term implications for economic growth in the US and beyond. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Balancing liquidity and flexibility: a DB de-risking dilemma

As transfers out of UK Defined Benefit (DB) pension schemes reach record levels, John Dewey assesses the implications for pension schemes with alternative income allocations. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Is Bricks and Mortar retail dead?

Register now for our interactive UK property webinar with Fund Manager Andrew Hook and retail experts Andy Coles and Tom Goodwin 0n 9 October at 9.30 am more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: A crumbling empire?

The global economic architecture built from the ruins of World War II is under threat, with profound implications for investment more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Don’t forget your covenants

Competition in the private debt market has eroded investor protections. Understanding where the risks lie and how to mitigate them will be key to long-term investment success. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: The next frontier

Despite a torrid few months, frontier bond markets still have an important role to play in investors' portfolios. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Structured finance: opportunities for institutional investors in the post-crisis world

In our latest alternative income update, we look at opportunities in structured finance as stringent capital requirements continue to rein in banks’ activities in certain areas, including long-term lending and derivatives. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Structured finance: opportunities for institutional investors in the post-crisis world

In our latest alternative income update, we look at opportunities in structured finance as stringent capital requirements continue to rein in banks’ activities in certain areas, including long-term lending and derivatives. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: GDP: time for reform?

Gross domestic product is our chief measurement of economic health. But GDP is failing to account for the dynamics of modern economies – and some experts are calling for reform. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: The AIQ podcast: Beyond the cave

The AIQ podcast investigates how behavioural finance is being transformed by data science. Featuring contributions from Greg Davies, Gulnur Muradoglu and Giles Parkinson. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Ticking time bomb: Why deficits matter

Government debt-to-GDP ratios in many advanced countries are approaching post-World War II highs, leaving them increasingly vulnerable to a worsening in economic conditions and demographic forces, argues Stewart Robertson, senior economist for the UK & Europe at Aviva Investors. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Why governance is key to restoring trust in UK infrastructure

The UK infrastructure industry needs to face up to its failings and act in the best interests of all stakeholders. Developing a code of conduct would be a good place to start, argue Darryl Murphy and Mirza Baig. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: The great digital detox

From Russian hackers interfering in foreign elections to high-profile corporate breaches, people are waking up to some harsh realities around data. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Responsible Investment in Action

Working on your behalf, we aim to build a better future for society, the companies we invest in and the planet. We also believe responsible investing will deliver superior long-term sustainable returns. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Real estate investors face risks as euro zone reaches turning point

The European economy continues to grow above trend rates, but investors should be wary of rising bond yields and rapid development in some markets, says Vivienne Bolla. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Italian and Spanish drama unlikely to turn into full-blown crisis

Changes of governments in Italy and Spain have prompted warnings of fresh political turbulence in Europe. Yet neither event is likely to pose a near-term challenge to the integrity of the euro zone or the EU. more...

Investment webinar for financial advisers and paraplanners - Aviva Investors: WEBINAR: Hear live from our Multi-asset team 19 July 2018 at 9.30 am

Join us next week to hear live from our multi-asset team, hosted by lead fund managers, Thomas wells and Paul Parascandalo. more...

Investment news for financial advisers and paraplanners - Aviva Investors: AIQ issue six out now

The latest issue of AIQ is available to download now. Each article is available individually on the website, which also features podcast and video content. more...

Investment news for financial advisers and paraplanners - Aviva Investors: The data economy revolution

The data economy is evolving rapidly, bringing investment opportunities in network infrastructure, memory, storage and cybersecurity, as Jason Bohnet explains. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Behavioural science for financial advisers: an interview with Greg Davies

Greg Davies, head of behavioural science at Oxford Risk, explains how a combination of behavioural science and data-driven risk-profiling tools is reshaping the financial advice industry. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Harnessing private finance for UK rail transformation

The UK wants to attract private sector investment into its fragmented rail network, but the pathways for injecting capital are not yet clear. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Sainsbury’s planned merger with Asda: who is in the money?

James Balfour considers the implications of a tie-up between Sainsbury’s and Asda on the grocery retailing sector. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Emerging market debt: a passing storm?

With volatility returning to the emerging market debt arena in recent weeks, Aaron Grehan discusses what it means for investors. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Real estate supply: the forgotten part of the equation

Supply-side factors are often underestimated by real estate investors with demand drivers receiving more attention, says Monika Sujkowksa. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: The Macron effect

Emmanuel Macron has implemented a swathe of reforms since his election as President of France in May 2017, but further challenges lie ahead to revitalise the economy. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Trump and Kim: an unlikely bromance?

An improvement in relations between the US and North Korea is good news for investors, writes Ed Wiltshire. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: The future of retail parks – rising to the online challenge

Technological developments are driving change in the UK retail sector, a trend with significant implications for retail park investors, says Jonathan Bayfield. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Income to drive real estate returns as yield cycle nears end

The prospect of robust global economic growth in the coming years should prove positive for occupier demand, but could present fresh challenges to real estate investors as interest rates rise around the globe more...

Investment news for Financial Advisers and Paraplanners - The butterfly effect in global markets

In today’s connected world, portfolios need to be constructed so they can respond quickly to changing conditions and market opportunities. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Arrested development

Millennials are maligned as a generation of self-absorbed tech-addicts. But their distinctive approach to spending and saving is set to reshape companies, markets and economies. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: The fall and rise of millennials

In this 3 minute animated illustration, you'll find a creative swing on the way the so-called snowflake generation are set to reshape companies, markets and economies. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investor: Canadian infrastructure: brave new world?

Investors have high hopes for Canada’s PPP infrastructure market, but can it deliver the opportunities investors crave? more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: When is a trade war not a trade war?

The latest feud between the US and China has sparked fears of an all-out trade war, with much at stake for both countries and the wider world. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: High yield: going global

A jump in interest rates could swamp high yield returns, but a global approach and a focus on short duration can help weather a rising tide. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Co-working space: technology driving disruption

Demand for flexible office space is growing as technology disrupts working practices and business structures, says Tom Goodwin. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Interesting times: the advantages of active fixed income

Opportunity knocks for fixed income investors who are not forced to ‘hug’ market indices. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: US economy: Still rolling

The US economy is enjoying its third longest span of uninterrupted growth since records began. While some argue it is a matter of time until the next recession arrives, the alarm bells are not ringing just yet. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Schemes need a clear strategy for managing longevity risk

Increasing longevity is an important risk facing the trustees of defined benefit pension schemes. By offering a promise for life to members, they bear the risk that members live longer than expected. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: East vs West: The battle for innovation

Once dismissed as the home of copycats and knock-offs, China is now a hotbed of technological innovation – and fast catching up with the West. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Can Abenomics survive without Abe?

Shinzo Abe’s policy programme has boosted growth and lifted Japan out of its deflationary slump. But a growing political scandal could prevent the prime minister from finishing the job. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors house view Q2 2018

The intelligence that guides our investment decisions. Read our team’s collective insight on how market volatility, trade tensions and Chinese reforms may impact the outlook for financial markets in the coming months. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: How to value FAANGs and BATs

Tech stocks have risen sharply in value in recent years. Jason Bohnet explores whether these high valuations are justified. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: The dangerous science of buckets

In his book, Behave, author Robert Sapolsky urges his readers to rid themselves of “categorical thinking”. He uses the visual spectrum to make his point. The distinction between colours is arbitrarily drawn, and each language slices and dices the boundaries differently when they assign words to colours. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Five years on from the taper tantrum, emerging market debt shows improved resilience

Emerging market fixed income has come a long way since the trials of 2013, says Liam Spillane. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Cryptocurrencies: Craze or revolution?

While the recent launch of Bitcoin futures on two leading derivatives exchanges may have given the world’s first ‘digital currency’ a stamp of legitimacy, doubts remain whether it, and other cryptocurrencies, will become a mainstream investible asset class. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors Multi-Asset Funds - engineered to go the distance

Our Multi-Asset Fund range has been specifically designed to support your business and your clients. It contains five risk-managed funds, globally diversified with the aim of delivering consistent client outcomes. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Millennials

Read our latest publication that brings together the collective insight of Aviva Investors’ teams from across the globe on the key themes influencing investment markets. In our cover story, we challenge the stereotypes surrounding the millennial generation and explore the investment implications of their spending habits. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Bond investors should brace for volatility in 2018

Bond volatility fell to historic lows in the wake of the financial crisis, but it has begun to rise once again. James McAlevey explores the implications for investors. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Investors cheering China's market expansion should be careful what they wish for

A new pilot scheme could give investors greater access to China’s vast equity market. But the project may also affect the performance of existing Hong Kong-listed shares, says Will Ballard. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: What will a new Fed chair mean for interest rates?

Jerome Powell will face different challenges than his predecessor Janet Yellen as Federal Reserve chair. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Asset management drives strong fund performance

Streamlining the portfolio has left the Fund in a position to take advantage of its inherent asset management potential. Watch this 5 minute video to find out more about the key drivers behind the Fund’s recent strong performance. more...

Investment News for Financial Advisers and Paraplanners - Investors cheering China's market expansion should be careful what they wish for

A new pilot scheme will allow mainland Chinese companies to release some of their non-tradeable H shares into circulation on the Hong Kong Stock Exchange. The scheme could give investors greater access to China’s vast equity market – but it may also affect the performance of existing Hong Kong-listed shares, says Will Ballard. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Cities of the future: Europe

The rising importance of the knowledge-based economy is exerting a considerable influence on European city office markets, says Monika Sujkowska. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Keeping the lid on risk

Why volatility is not necessarily a very good measure of risk. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Traditional income investing to be tested in 2018

Traditional sources of income have had a comfortable ride in recent years, but this year is likely to prove more challenging, writes Gavin Counsell. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Why only the best will do

Active managers who follow a rigorous, long-term investment approach, can boost the performance of multi-asset funds. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: The end of easy money

The gradual normalization of monetary policy around the world has major implications for investors, who will need to be much more discerning about which assets to buy. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Has South Africa reached a turning point?

By electing Cyril Ramaphosa as its new leader, the African National Congress has shown it is ready for change – but Jacob Zuma could be an obstacle to progress, says Bryony Deuchars. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors Multi-Strategy (AIMS) Target Income Fund Update

In this short video update Peter Fitzgerald, Global Head of Multi-Assets at Aviva Investors, discusses the performance of the AIMS Target Income Fund. He talks about some of the performance challenges, how these are being addressed and reveals how the fund is positioned going into 2018. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Trump, trade and technology

In a wide-ranging interview, influential economist Pippa Malmgren considers the Trump presidency, Brexit and the future of capitalism. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: UK real estate outlook: three predictions for 2018

The UK real estate market continues to look expensive, but there are a few pockets of value in certain sectors, says Tom Goodwin. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors house view 2018 outlook

The intelligence that guides our investment decisions. No-one can predict the future perfectly. But our House View represents the best collective judgement of Aviva Investors on the current and future investment environment. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Investors should join forces to demand better sell-side research

A new survey draws attention to widespread flaws in sell-side research. But the advent of MiFID II may provide an opportunity for investors to push for change, write Steve Waygood and Anita Skipper. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: China autos: on the road to an electric future

With ambitious new targets for electric vehicles and vast opportunities in self-driving vehicles and the share-riding sector, China has the potential to reshape the global autos sector. more...

Investment webinar for Financial Advisers & Paraplanners - Aviva Investors Interactive Webinar: 2018: global economy firing on all cylinders

Join our interactive webinar discussing trends which could impact the global economy through 2018, and earn up to 45 minutes structured CPD more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Portfolios and risk management

Our approach to multi-asset funds differs to others, as we focus on targeting equity risk rather than absolute volatility to achieve results. more...

Investment & Brexit news for Financial Advisers and Paraplanners - Aviva Investors: Brexit: the investment implications of no deal

The risk of the UK exiting the European Union without agreeing its future relationship appears to have risen in recent weeks. We consider the ramifications of such an outcome for the UK economy and sterling-denominated assets. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors Multi-Asset Funds - Explore the fund range with our interactive tool

Information to help you choose the right fund for your client, including risk profile mapping and the ability to review performance. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Brexit: the investment implications of no deal

The risk of the UK exiting the European Union without agreeing its future relationship appears to have risen in recent weeks. We consider the ramifications of such an outcome for the UK economy and sterling-denominated assets. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: UK real estate outlook: on the defensive

With Brexit uncertainty hitting the economy and good value difficult to come by, it is time for UK real estate investors to implement defensive strategies, writes Tom Goodwin. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: North Korea: one step closer to the brink?

Risk is rising on the Korean peninsula. We ask a political and market expert about the possible consequences. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Can India reap the demographic dividend?

India’s economy lags China’s in many areas, but in one crucial respect it has the edge: its favourable demographic profile. But will India be able to capitalise on this advantage? more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors UK Property Fund performance and strategy update

In this short video Andrew Hook, Fund Manager for the Aviva Investors UK Property Funds, discusses the fund's improving performance and current strategy. more...

Investment news for Financial Adviser and Paraplanners - Aviva Investors: Consumer debt: tipping point?

Many recent headlines harken back to the start of the Global Financial Crisis nearly ten years ago, with news about out-of-control housing bubbles, problems in subprime lending and rising delinquencies among over-extended borrowers. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: The case for Multi-asset

Aviva Investors’ multi-asset team discuss market correlation, volatility targeting and the folly of home bias. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Macro month: UK election stuns market

Global share prices advanced in June as data, on balance, suggested the world economy had continued to strengthen. Bonds prices by contrast fell as central banks in the United States, euro zone and Britain continued to lean towards tightening policy, albeit with mixed signals about when. more...

Investments news for Financial Advises and Paraplanners - Aviva Investors: Casual dining in Exeter

Fund Manager Andrew Hook revisits Exeter with his team to explore the newly refurbished Guildhall. Watch this short case study to find out why the team favour Exeter as a location and how this ties in to the wider strategy for the portfolio. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Volatility Targeting: A Cautionary Tale

Multi-asset solutions should avoid blindly targeting volatility and instead deploy a robust process for portfolio construction. more...

Investment news for advisers and paraplanners - European property: Ageing gracefully?

Europe’s population is set to contract and age significantly over the coming decades, but the demographic shift will not be uniform. Understanding this dynamic will be an important driver of real estate investment performance, explains Monika Sujkowska. more...

Investment news for advisers and paraplanners - Aviva Investors: The great rotation: better late than never?

While financial analysts have long predicted investors would switch out of low-yielding bonds into equities, to date there has been very little evidence of it happening. That could finally be set to change, argue James McAlevey and Marc Semaan. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: European real estate: diminishing returns

Attractive European real estate assets are becoming difficult to find, but opportunities remain for discerning investors, says Monika Sujkowska more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Asia-Pacific real estate outlook: all eyes on China

Value is scarce in prime Asia-Pacific real estate markets, but Australian retail could offer opportunities, says Sandip Bhalsod. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: The world will uphold the Paris Agreement, with or without Trump

President Trump’s decision to take the US out of the Paris Agreement is a blow, but it will not reverse the global momentum behind the effort to tackle climate change, says Steve Waygood. more...

Investment video for Financial Advisers and Paraplanners - Aviva Investors: Euan Munro, My thoughts on the asset management industry and global markets

As we approach the halfway point in 2017, I recently took part in a video interview to discuss Aviva Investors’ recent progress, the state of the markets and whether continued low volatility is causing complacency among investors. more...

Investment Commentary for advisers and parapanners - Aviva Investors: Euan Munro's thoughts on the asset management industry and global markets

As we approach the halfway point in 2017, I recently took part in a video interview to discuss Aviva Investors’ recent progress, the state of the markets and whether continued low volatility is causing complacency among investors. more...

General Election news for Financial Advisers and Paraplanners - Aviva Investors: UK general election: hung, drawn and slaughtered?

The UK general election confounded the predictions of political commentators and bookmakers. Our investment teams assess the potential financial market and economic consequences. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: European equities: too much, too soon?

European equities have performed strongly in the last few months, despite a backdrop of omnipresent political risk. Ed Kevis explores whether the rally is sustainable. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Bond volatility: all aboard the big dipper?

Since the financial crisis, bond volatility has fallen to historic lows. But changes to the structure of the fixed-income markets suggest volatility could be set for a comeback, creating both risks and opportunities. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Equities: taking the long view

The stock market is frequently, sometimes justifiably, seen as the epitome of short-termism. Accurately assessing companies’ long-term prospects is possible, but not straightforward, writes Giles Parkinson. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Fixed income: the debt disconnect

As the mountainous scale of global debt continues to climb, investors are advised to heed the lessons of the past, argues Chris Higham. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: UK economy: into the great unknown

After Theresa May on March 29 formally notified the European Union (EU) of Britain’s intention to withdraw from the bloc, we consider the prospects for the country’s economy. more...

Investment Partner video for Financial Advisers and Paraplanners - Aviva Investors: Fundamentals Video Episode 2 – Global trends driving financial markets

In this 7 minute video, Aviva Investors look at 3 key themes they believe will drive global financial markets in 2017. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Fundamentals Video Episode 2 – Global trends driving financial markets

In this 7 minute video, Aviva Investors look at 3 key themes they believe will drive global financial markets in 2017. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: AIQ Issue 2: Spheres of influence

Will national self-interest in the US, China and Russia lead to the emergence of new ‘spheres of influence’? more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Spheres of influence: the return of history?

As the US, Russia and China reposition themselves on the world stage, Cold War-style spheres of influence are coming to define the new global order. In February 1945, with the end of the Second World War in sight, British Prime Minister Winston Churchill, US President Franklin D. Roosevelt and Soviet Premier Joseph Stalin convened in the Livadia Palace in Yalta, a Russian resort town on the Crimean peninsula, to discuss the terms of the peace. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: UK industrial property: a safe haven?

The industrial sector makes up a relatively small, but growing, part of the UK’s commercial property market. Investors are increasingly focused on efficient supply chains and the requirements of online retailing, writes Tom Goodwin. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: 'Brexit Budget' points to challenges ahead

Philip Hammond’s first Budget as chancellor shows the government is still struggling to rein in the deficit despite an improved near-term economic outlook, says Stewart Robertson. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: AIQ Issue 2: Spheres of influence

Will national self-interest in the US, China and Russia lead to the emergence of new ‘spheres of influence’? This second publication from Aviva Investors gives you insight to investment markets across the globe and the key themes influencing them. The cover story looks at whether national self interest in the US, China and Russia will lead to the emergence of new ‘spheres of influence’ and the market. more...

Investment news for Financial Advisers and Paraplanners - Luxury retail real estate: poised for growth or close to the limit?

The retail real estate sector is increasingly polarised between secondary locations and shopping destinations with a luxury profile. This divergence reflects two factors: the increasing significance of e-commerce and the growth of luxury shopping tourism. Can we expect this trend to continue? more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Today’s income conundrum

The hunt for income yield seems unlikely to decelerate in the near future. With central banks maintaining low or negative interest rates and equity and bond prices climbing recently, we appreciate how challenging it can be to meet the expectations of your income seeking clients. In this short article, we consider some of these issues and why you should consider multi-strategy investing for your income portfolios. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: AIMS Target income success with reflationary theme

The Aviva Investors Multi Strategy (AIMS) Target Income fund was launched in December 2014 with the aim of providing advisers and their clients with a way of generating reliable income without the complexity of having to construct an investment portfolio themselves. It is based on the principle of combining a number of strategies in order to perform consistently, irrespective of broader market movements. It is overseen by the multi strategy team, who filter through a wide variety of ideas from across the investment team at Aviva Investors, tapping into an wealth of knowledge and expertise. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Cities of the future

As more office jobs are set to be automated, forward-thinking investors need to think carefully about the sustainability of the cities where they choose to hold exposure. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Learning to live with South Africa’s political strife

South Africa’s political turbulence will continue in 2017, with crucial economic reforms likely to remain on the backburner. Despite its obvious challenges, the country will remain on investors’ radar. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Siena saga: the acid test for Europe’s bail-in regime?

With the state set to rescue Italian bank Monte dei Paschi, the bail-in regime for European banks has failed an early test, says Oliver Judd. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Power up: has the time come for renewables?

Europe has led the drive to generate electricity from renewable sources, a trend that is gathering pace around the world and will create a wide array of opportunities for investors. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Inflation finally trumps deflation threat

The efforts of major central banks to generate inflation are finally starting to pay off in much of the developed world; a trend that will be boosted further by the increased role of fiscal policy in 2017. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: UK: Trouble ahead?

Although economic data and the stock market have proven surprisingly robust since the UK voted to leave the European Union last June, the outlook is more complex than the figures suggest, as James Balfour explains. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Can you achieve a sustainable 4% annual income?

Jerome Nunan, Investment Director Multi-Assets at Aviva Investors, explains how targeting an annual income of 4% above the Bank of England Base rate before corporate tax is possible by using a multi-strategy approach to income investing. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Global reflation: Relapse or recovery? Video: Deflationary forces losing ground

The spectre of deflation – or a prolonged period of falling prices – has haunted investors since the global financial crisis. But persistent signs of a pick up in wage growth and inflation in the US and the commitment of the authorities in leading global economies to stimulate inflation suggest that the forces of deflation will be overcome. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Co-working space: the future of office demand?

Changes to working practises and business structures have major implications for the serviced office sector, presenting opportunities for real estate investors who understand the dynamics, argues Chris Urwin. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: UK real estate outlook: economic uncertainty weighs on property market

UK property will deliver a total return of five per cent per annum between 2017 and 2021, but investors will need to be more discerning on asset selection, says Chris Urwin. more...