Recent thinking
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Fixed income
Bond Voyage: Dancing into 2025
9 Dec 2024
This month, we explore how US Treasuries are taking a breath, why 2025 could be the year of carry for high yield, what increasing dispersion means for emerging markets, and how surging M&A activity could affect investment-grade bonds.
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Equities
Spend and save: Three key trends shaping the consumer sector
4 Dec 2024
Our regular sector hub discussions delve into the trends shaping global equity markets. In this article, Harsharan Mann, consumer sector hub lead, explains what investors should look out for in the sector.
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Equities
US election 2024: Some initial thoughts from our fund managers
6 Nov 2024
Aviva Investors fund managers Edward Hutchings, Liam Spillane and Max Burns offer their initial thoughts on what the US election means for financial markets.
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Fixed income
Bond Voyage: Around the world in 30 days
4 Nov 2024
This month, our fixed-income investment teams discuss US elections, IMF meetings, US versus European high yield, managing declining rates for cash, and what the future might hold in store for gilts.
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.
