Recent thinking

  • Private Markets

    Illiquidity premia in private debt: Q1 2025

    16 May 2025

    In our latest private markets deep dive, our research team crunches the data to see how evolving macro conditions are reflected in private debt returns. 

  • Fixed income

    Sovereign engagement: Driving positive change while delivering long-term value

    14 May 2025

    Investor engagement with governments on their climate commitments can be a powerful complement to other forms of stewardship. It can also help investors identify opportunities and mitigate risks, says Thomas Dillon.

  • Fixed income

    Bond Voyage: A journey into fixed income

    6 May 2025

    In May, our EMD team discusses the most effective way to manage fixed income through episodes of heightened uncertainty.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Fixed income

    Bond Voyage: A journey into fixed income

    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.

  • 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.

  • 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?

  • Fixed income

    Bond Voyage: A journey into fixed income

    10 Feb. 2025

    As we negotiate an uncertain landscape, our fixed income teams reflect on potential sources of resilience.

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House View

No one can predict the future. But our quarterly House View sets out the collective wisdom of our investment teams on the current state of global markets – and where they might be heading.

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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.

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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.

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