Recent thinking
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Fixed income
Bond Voyage: Heading into the unknown
6 May 2025
In May, our EMD team discusses the most effective way to manage fixed income through episodes of heightened uncertainty.
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Economic Research
The week in markets: 100 days of President Trump
2 May 2025
Risk assets bounced back this week following increased hopes of a further de-escalation in the trade war and a positive earnings cycle.
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Sustainability
Climate Stewardship 2030 programme
29 Apr. 2025
Designed to support our holistic stewardship approach, Aviva Investors adopted its Climate Stewardship 2030 programme (CS30) in 2024.
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Economic Research
Future proofing fixed income
16 Apr. 2025
Advances in data analytics and AI-driven insights are changing the landscape in fixed income investing, and the pace of change in innovation and technological adoption is remarkable.
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Equities
AI and beyond: Opportunities amid tech turbulence
3 Apr. 2025
In the second of our global equity sector hub discussions, Josep Bori, technology sector hub lead, explains where the team is finding its strongest investment convictions in artificial intelligence and beyond.
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Economic Research
2025 voting trends: Four themes to watch
17 Mar. 2025
As AGM season gets under way, we look at the key trends that will shape resolutions and lay out our guiding principles for voting.
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Fixed income
Bond Voyage: Ready, set, watch
10 Mar. 2025
This month, our fixed income teams discuss the boom in hybrid issuance and weigh up the risks and opportunities of potential tariffs, interest rate moves and fiscal dynamics.
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Economic Research
Transition finance: How the UK can lead as transition finance reshapes investing and economies
18 Feb. 2025
As a member of the UK’s newly formed Transition Finance Council, Mark Versey explains why and how a transition finance lens can transform investing.
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Private Markets
Private debt for DC pensions: The multi-sector opportunity
11 Feb. 2025
As the search for better retirement outcomes for the 28 million members of the UK’s defined contribution (DC) pension schemes continues, where are the opportunities for DC investors in private debt and how can they be harnessed?
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Fixed income
Bond Voyage: The resilience factor
10 Feb. 2025
As we negotiate an uncertain landscape, our fixed income teams reflect on potential sources of resilience.
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Private Markets
Relative value in private markets: Positive but selective
29 Jan. 2025
Using proprietary data, our private markets research team compares risk and return across sectors.
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Private Markets
Illiquidity premia in private debt: Q4 2024
27 Jan. 2025
In our latest private markets deep dive, our research team crunches the data to see how evolving macroeconomic conditions are reflected in private debt returns.
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