Our experienced team apply a non-consensus change-based investment philosophy, resulting in portfolios that are built around best ideas regardless of style implications. The scale and structure of the team allows them to efficiently cover a large and disparate universe while also drawing on the insight from other investment teams across the business. Our style-agnostic portfolios are driven by our highest-conviction investment ideas which are implemented with rigorous risk control. Non-binding assessments of environmental, social & governance (ESG) factors are also incorporated into our process.
Our range of global equities strategies aim to deliver attractive income and growth potential of the broader emerging market equity asset class and the exciting capital growth prospects inherent in smaller companies.
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.
Emerging market equities strategies
Aviva Investors Emerging Markets Equity Small Cap Fund
Aims to tap into the significant growth potential of smaller companies in an under-researched market.
Aviva Investors Global Emerging Markets Core Fund
Provides long term capital growth potential, through core exposure to emerging markets. Global corroboration is a key part of our investment approach.
Emerging market equities strategies
Global emerging market equities team
Investment professionals named may be employees of Aviva Investors Canada Inc. or one of its global affiliates including Aviva Investors America LLC (USA) or Aviva Investors Global Services Limited (UK).
Head of Equities
The AIQ Podcast: Taking stock of nature risk
15 Jul. 2022
The idea that human actions are bringing natural systems close to breakdown, threatening livelihoods and financial stability, is making asset managers think harder about nature risk and the environmental dependencies in investee companies.
Supply chains, painkillers and gene editing: ESG risks in pharma
29 Jun. 2022
Reflecting on ESG risks in the pharmaceutical industry, Sora Utzinger discusses supply chains and counterfeit medicines, access to painkillers, and the ethics of gene editing.
What does the data say? Where have the safe havens gone?
27 May 2022
In this month’s instalment of our visual series on topical themes, we look at how various asset classes are holding up in a turbulent year for financial markets.
Life force: Why nature matters
12 May 2022
Growing awareness that natural systems are stressed or even close to breakdown is prompting asset managers to look closely at nature-based risks and investee companies to understand their environmental impacts and dependencies.
Back to nature: Why we must act now on the biodiversity crisis
31 Mar. 2022
In an age of mass extinctions, policymakers, businesses and financial institutions are beginning to acknowledge the risks associated with biodiversity loss, along with the opportunities that arise from nature-positive solutions.
Now for the hard part…..The challenge of delivering net zero
29 Mar. 2022
More than one fifth of the world’s largest listed companies have committed to net-zero targets, but few have detailed roadmaps to get there. Mirza Baig considers the challenges for investors managing transition pathways.
Ukraine-Russia crisis: The implications for global equities
29 Mar. 2022
Our global equities team discuss the main direct and indirect consequences of the Ukraine-Russia crisis for stocks.
Politics, activists and ESG: The outlook for UK equities
10 Mar. 2022
We bring together members of our UK equities team to discuss the key opportunities and risks in the market.
China, inflation and politics: Three reasons for EM turbulence
24 Feb. 2022
Emerging market assets have underperformed developed market peers over the past decade. While this has led to valuation gaps, selectivity will be critical, argues David Nowakowski.
Where the wild things are: Why investors should care about natural capital
14 Dec. 2021
Finance must wake up to the risks associated with biodiversity loss and the opportunities that arise from nature-friendly solutions, argue Eugenie Mathieu, Julie Zhuang and Jonathan Toub.
Waste not, want not: An investor’s guide to the circular economy
10 Dec. 2021
Using the examples of electronics, food, autos and fashion, we explore the benefits of, and challenges to achieving, a more circular economy.
The future of pharma: Increased returns or the age of biotech?
8 Dec. 2021
After decades of low returns on research and development (R&D), the healthcare sector is producing a slew of innovations, from drugs to diagnostics. But with many coming from new entrants, will big pharmaceutical companies manage to keep up with the times?
The long decline: Why trend economic growth is set to go on falling
12 Nov. 2021
Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson.
Regulatory shifts in China: A new fork in the road?
12 Oct. 2021
Investors in China should view recent interventions by the government in the context of its history and longer-term strategic ambitions, argues Amy Kam.
The AIQ Podcast: China's tech crackdown
21 Sep. 2021
China’s regulators are taking swift, radical action against tech companies they consider to be too big and powerful. How should foreign investors respond?
The taming of the few
27 Aug. 2021
Despite accusations Big Tech companies are too powerful, their stranglehold across sectors will be hard to loosen. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold on numerous economic sectors will be hard to loosen.