Recent thinking
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Equities
The week in markets: Confidence returns but questions remain
7 Aug. 2026
Markets spent much of this week moving from anxiety towards optimism, only to be reminded by Friday that geopolitics rarely follows a straight line.
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Fixed income
From volatility to stability: Enhancing portfolio resilience in insurance investment
5 Aug. 2026
Insurers have long navigated a distinctive set of investment challenges, what can they do to build portfolios resilient enough for today's volatile environment?
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Private Markets
Urban family housing: Unlocking the missing middle in UK rental markets
3 Aug. 2026
In the UK, urban family housing can combine the delivery of high-quality homes to underserved markets with tangible local outcomes, alongside long-term rental growth and attractive total returns.
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Equities
Driving stewardship together
29 Jul. 2026
Aviva’s Investments, Wealth and Retirement business and Aviva Investors are working together to deliver financial and sustainable outcomes, connecting clients to their capital.
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Fixed income
The case for ReturnPlus: A capital-efficient enhanced liquidity strategy
29 Jul. 2026
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.
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Equities
The enduring case for global equity income
28 Jul. 2026
The ongoing boom in Artificial Intelligence stocks has created headwinds for many actively managed strategies. In this article, the managers of Aviva Investors’ Global Equity Income strategy explain how they have enhanced some investment processes in response to recent events.
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Equities
Multi-asset chart of the month for July: Earnings are still growing
27 Jul. 2026
Since the start of 2026, estimated earnings growth for the year has improved across all major regions, but particularly in emerging markets.
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Fixed income
Bond Voyage: Hyperscalers: A scramble to raise capital
9 Jul. 2026
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.
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Equities
Multi-asset chart of the month for June: Astronomical IPOs redefine markets
24 Jun. 2026
The size of the SpaceX IPO is taking equity issuance to a whole new level.
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Fixed income
Taking the leap: Incorporating climate in core investment-grade allocations
16 Jun. 2026
How can investors align their credit allocations to net-zero commitments and maintain returns?
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Equities
Confidence in a changing climate
15 Jun. 2026
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.
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Fixed income
Bond Voyage: Why repo is quietly becoming one of the most important issues for investors
9 Jun. 2026
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?
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