Working in partnership

In a strong week for markets, with record equity highs and falling bond yields, driven by lower oil prices and improving inflation signals, optimism is building but it's still not secure.

In 2026, a lot of capital is chasing few genuinely deliverable infrastructure assets, while geopolitical turmoil is reshaping energy markets. Darryl Murphy, head of infrastructure, delves into what this means for investors.

Supporting employment, skills and training opportunities for local people produces lasting social value. But it is also key to delivering long-term investment returns.

New guidance on the rules governing European money market funds should strengthen the market’s foundations and provide a firm footing for innovation and growth, argues Alastair Sewell.

Emerging markets have increasingly forged for themselves a path less dependent on external conditions, making local currency debt one of the most mispriced narratives in global markets.

Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.

The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explains why investors should consider an allocation to the strategy.

The reaction to the latest oil price shock provides further evidence that those countries which have taken steps to strengthen their financial position are being rewarded by bond investors.

In 2026, investors are targeting increases to their private market allocations. Debt is here to stay, but equity is set to regain ground.

Our private markets research team have crunched the Q4 2025 data. They explain how evolving macro conditions are reflected in private debt returns.

Japan’s bond markets enter 2026 transformed and recent structural shifts have changed the behaviour of the country’s powerful life insurers.

Angenika Kunne outlines Aviva Investors’ infrastructure equity strategy and the key themes driving origination, management and value creation.

European infrastructure debt enters 2026 in a healthy position, with no shortage of demand for its diverse range of opportunities. Nonetheless, investors need to be alert to various risks and conduct thorough due diligence, argues Darryl Murphy.

Could the proliferation of short-term leverage strategies be the next hidden challenge for fixed income markets?

Today’s private market investments will shape 2050 cities. We explore what this could look like, and the related challenges and opportunities.

Market and economic trends are challenging the idea that emerging market (EM) bonds should trade at a discount to developed economy debt.