Aviva Investors
Canadian Core

Elevated levels of cash and short-term assets on Canadian institutions’ balance sheets highlight the need for a middle-ground solution.

Investors were caught between hotter US inflation and economic data and growing nerves around the sustainability of the AI investment boom.

Electric and self-driving cars, batteries and robotics are progressing in leaps and bounds. Our experts discuss the investment implications.

Securitisation offers insurers diversification, varied collateral pools and attractive spreads, yet remains underrepresented as allocations depend on more than returns and capital charges.

With government deficits under the spotlight, fixed income investors need to think globally and take an active approach to allocations.

Private credit should no longer be treated as a separate asset class beyond public investors’ field of view – it is part of the same ecosystem, influencing price discovery, transfer of risk and recovery outcomes.

Investors in passive bond funds are being exposed to more risk than they may appreciate as US technology giants turn to fixed income markets to fund massive spending on AI data centres, argues Aviva Investors chief executive Mark Versey. 

Regulation must recognise that sustainable investing incorporates more than the provision of sustainable funds alone.

Diversification has always been at the heart of asset management, but recent turmoil, from higher inflation to conflict, trade barriers and the AI revolution, is roiling markets. Can investors still reap its benefits?

Artificial intelligence (AI) is already helping research analysts work more efficiently, but could it ultimately replace them?

Insurers have long navigated a distinctive set of investment challenges, what can they do to build portfolios resilient enough for today's volatile environment?

The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explores the potential benefits for investors.

Giant tech companies are increasingly turning to international markets as they look to finance trillions of dollars of investment in AI infrastructure over the coming years. And they are doing so at accelerated speeds and scale.

How can investors align their credit allocations to net-zero commitments and maintain returns?

How can institutions forge impactful climate strategies that are right for them and their end beneficiaries? Our “Confidence in a changing climate” guide showcases some of the solutions we have developed to help. 

As central banks unwind quantitative easing (QE), liquidity is increasingly being provided through repo operations instead of continuous asset purchases by the banks. How resilient is this new approach?