Recent thinking
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Private Markets
Natural capital comes of age: Part one: From environmental value to investment opportunity
25 Aug. 2026
In the first of four insights, we explain why natural capital is a foundational input into economic activity. Forests, soils, rivers, wetlands, oceans and biodiversity are productive assets that generate products such as timber or food and are natural regulators of water flows.
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Pensions
Illiquidity premia in private debt: Q2 2026
24 Aug. 2026
In this latest edition of our series on the illiquidity premia, we assess the key themes driving private-debt pricing and market opportunities in Q2.
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Equities
The week in markets: Bonds take centre stage
21 Aug. 2026
Bonds dominated the week as debt, deficit and inflation concerns pushed long-term government yields to multi-year highs.
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Equities
Multi-asset chart of the month for August: US rally broadens out from reliance on Big Tech
19 Aug. 2026
The ‘Magnificent Seven’ group of Big Tech companies is no longer the key driver of US equities, as the rally broadens out to other sectors.
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Fixed income
Bond Voyage: The role of investment research in the age of AI
11 Aug. 2026
Artificial intelligence (AI) is already helping research analysts work more efficiently, but could it ultimately replace them?
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Equities
2026 AGM season
10 Aug. 2026
As AGM season winds down, we examine the key trends that influenced resolutions and outline our core principles for voting.
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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.
House View
Market insights, economic analysis and investment perspectives to help investors understand the trends, risks and opportunities shaping global markets.
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Compass
Compass draws on the insights of our Matrix Pods. These are cross-functional forums that bring together portfolio managers, strategists, economists, and traders to generate forward-looking, consensus-based views on key fixed income asset classes. This provides investors with a clear view on key risk drivers, helping guide portfolio positioning and enhance decision-making across the key fixed income asset classes.
The Little Book of Data
Good data visualisation makes us see the world anew. The sixth edition of The Little Book of Data presents original and curated visuals, charts and graphics to offer a fresh perspective on topics shaping our world.