Our approach
With a global presence, far-reaching expertise, and extensive capabilities across major asset classes, we are well placed to help achieve the outcomes our clients demand.
We listen
By listening to our clients’ aspirations and understanding the challenges they face, we are able to create relevant investment solutions and strategies.
We collaborate
Our global business acts as one team. By bringing together our knowledge, skill and creativity across major asset classes, disciplines and regions globally we look to unearth great investment opportunities for our clients.
We focus
Everything we do is driven by our long-term perspective and our focus on building strategies and funds that are built to last. This ensures we develop long-lasting partnerships with our clients.
Investment risk
The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.
Capabilities by asset class
Offering exhaustive capabilities and investment excellence across major asset classes.
Our views
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Equities
US election 2024: Some initial thoughts from our fund managers
6 Nov. 2024
Aviva Investors fund managers Edward Hutchings, Liam Spillane and Max Burns offer their initial thoughts on what the US election means for financial markets.
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Fixed income
Bond Voyage: A journey into fixed income
4 Nov. 2024
This month, our fixed-income investment teams discuss US elections, IMF meetings, US versus European high yield, managing declining rates for cash, and what the future might hold in store for gilts.
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Real Assets
Illiquidity premia in private debt: Q3 2024
30 Oct. 2024
In our latest private markets deep dive, our research team crunches the data to see how evolving macro conditions are reflected in private debt returns.
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Multi-asset & multi-strategy
When risks collide: The case for diversifying via liquid alternatives
23 Oct. 2024
A growing number of investors are turning to alternatives to boost portfolio diversification, with the events of 2022 still fresh in their mind. In this article we look at why increased uncertainty over the future path of the stock-bond correlation, means this trend may persist.
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Liquidity
A tale of two cities: Factoring liquidity into risk-based capital
22 Oct. 2024
Hong Kong’s new risk-based capital framework is reshaping the insurance landscape, pushing insurers to rethink their balance sheet strategies and liquidity management. In this article, Alastair Sewell discusses the evolving asset allocation trends and the opportunities insurers face to enhance capital efficiency and long-term growth.
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Economic Research
Striking a balance: Key themes from the first eight months of 2024 AGMs
21 Oct. 2024
Annual general meetings (AGMs) are an opportunity for responsible investors to share their priorities with companies and express their views on key elements of strategy and governance. Our Stewardship team reviews our 2024 AGM engagement and voting activity.
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Responsible Investing
Navigating nature: Opportunities for the investor of tomorrow
16 Oct. 2024
Our society, economies and financial systems are embedded in nature, not external to it. This paper sets out the actions we are taking to understand nature-related risks and opportunities to deliver outcomes that meet our clients’ needs, and to support nature-related global goals.
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Fixed income
Power play: Why political risk matters for emerging-market debt investors
11 Oct. 2024
In this article, we explore why measuring and continually monitoring geopolitical risks is essential for investors in EM debt.
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Fixed income
Bond Voyage: A journey into fixed income
10 Oct. 2024
In our October edition of Bond Voyage, our fixed-income teams reflect on US elections, US rates, France’s slide towards the periphery of EU issuers, and ESG considerations in Asia.
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Fixed income
Multi-asset allocation views: Where next for markets after the summer storms?
9 Oct. 2024
Volatility returned to markets in the third quarter of the year. While the short-term drivers are not unduly worrying, Sunil Krishnan argues multi-asset investors will need to be watchful over the medium term.
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Economic Research
Only connect: How a holistic approach to investment stewardship can enhance client outcomes
27 Sep. 2024
From direct investments and engagement with companies to dialogue with governments and regulators, we believe stewardship efforts can deliver better outcomes for clients.
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Real Assets
Seizing the moment: The outlook for real estate debt
24 Sep. 2024
Gregor Bamert, Sima Kotecha and Nick Solomon discuss the recovery in real estate debt markets in 2024 and the opportunities emerging.
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Fixed income
Bond Voyage: A journey into fixed income
16 Sep. 2024
This month, we discuss the books that inspired our investment teams over the summer.
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Fixed income
Standing tall: Three factors behind the resilience of emerging-market debt
13 Sep. 2024
In this article, we explore what’s behind emerging markets’ impressive performance in the face of global economic volatility, and investigate how EM debt investors can take advantage.
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Real Assets
Get networking: Will the next decade be a golden age for UK infrastructure?
3 Sep. 2024
While there are obstacles to overcome, the coming years could see new opportunities for the UK government and the private sector to work together on infrastructure projects, says Darryl Murphy.
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Fixed income
An ABS renaissance? Why it may be time for insurers to reconsider asset-backed securities
2 Sep. 2024
Securitisation performs a vital role in capital markets and asset-backed securities have historically been a core holding for insurance companies. This article revisits the investment thesis for ABS and explores why the stage may be set for something of a renaissance.