AIQ

Encouraging inflation data calmed concerns about higher rates just as another wave of strong AI news kept investors firmly focused on growth.

As AGM season winds down, we examine the key trends that influenced resolutions and outline our core principles for voting.

Aviva’s Investments, Wealth and Retirement business and Aviva Investors are working together to deliver financial and sustainable outcomes, connecting clients to their capital.

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.

Since the start of 2026, estimated earnings growth for the year has improved across all major regions, but particularly in emerging markets.

The size of the SpaceX IPO is taking equity issuance to a whole new level.

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. 

We believe understanding sustainability factors and trends is fundamental to effective asset management. This report sets out our approach and includes an overview of our holistic stewardship activities over the past year

Taiwan and South Korea are outpacing some of Europe’s largest stock markets, driven by demand for AI technology.

The widespread adoption of Artificial Intelligence is expected to cause significant disruption across many industry sectors, and markets are already pricing in the potential impacts. But is it too soon to identify the winners and losers in the AI revolution? 

Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.

The “Magnificent Seven” begin to split as two tech giants break away from the pack.

The new year has begun with a bang with global equities at, or near, record highs. But as fears of an artificial intelligence (AI) led bubble mount, reducing downside risk without necessarily sacrificing lots of upside potential makes increasing sense.

While fewer shareholder resolutions were tabled at company AGMs, we continued to encourage high standards of corporate governance practice, recognising individual company context and the importance of long-term value creation.

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.

As AGM season gets under way, we look at the key trends that will shape resolutions and lay out our guiding principles for voting.

Encouraging inflation data calmed concerns about higher rates just as another wave of strong AI news kept investors firmly focused on growth.

Artificial intelligence (AI) is already helping research analysts work more efficiently, but could it ultimately replace them?

Insurers have long navigated a distinctive set of investment challenges, what can they do to build portfolios resilient enough for today's volatile environment?

Aviva’s Investments, Wealth and Retirement business and Aviva Investors are working together to deliver financial and sustainable outcomes, connecting clients to their capital.

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.

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.

How can investors align their credit allocations to net-zero commitments and maintain returns?

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. 

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?

Tokenisation is more than a technical novelty. Our simple guide explains how blockchain turns assets into digital tokens and examines the potential benefits and risks.

We believe understanding sustainability factors and trends is fundamental to effective asset management. This report sets out our approach and includes an overview of our holistic stewardship activities over the past year

New guidance on the rules governing European money market funds should strengthen the market’s foundations and provide a firm footing for innovation and growth, argues Alastair Sewell.

Emerging markets have increasingly forged for themselves a path less dependent on external conditions, making local currency debt one of the most mispriced narratives in global markets.

Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.

The reaction to the latest oil price shock provides further evidence that those countries which have taken steps to strengthen their financial position are being rewarded by bond investors.

Japan’s bond markets enter 2026 transformed and recent structural shifts have changed the behaviour of the country’s powerful life insurers.

Insurers have long navigated a distinctive set of investment challenges, what can they do to build portfolios resilient enough for today's volatile environment?

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.

Tokenisation is more than a technical novelty. Our simple guide explains how blockchain turns assets into digital tokens and examines the potential benefits and risks.

New guidance on the rules governing European money market funds should strengthen the market’s foundations and provide a firm footing for innovation and growth, argues Alastair Sewell.

In this month’s Bond Voyage, we introduce SHIELD – the downside protection framework used by our fixed income division. SHIELD is designed to ensure our portfolios remain resilient in challenging market conditions while maintaining capital efficiency.

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.

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

With a new US president poised to take office, central banks diverging and ongoing political uncertainty, how are the key fixed income asset classes positioned for the year ahead?

Aviva Investors fund managers Edward Hutchings, Liam Spillane and Max Burns offer their initial thoughts on what the US election means for financial markets.

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.

Encouraging inflation data calmed concerns about higher rates just as another wave of strong AI news kept investors firmly focused on growth.

Aviva’s Investments, Wealth and Retirement business and Aviva Investors are working together to deliver financial and sustainable outcomes, connecting clients to their capital.

Since the start of 2026, estimated earnings growth for the year has improved across all major regions, but particularly in emerging markets.

The size of the SpaceX IPO is taking equity issuance to a whole new level.

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. 

We believe understanding sustainability factors and trends is fundamental to effective asset management. This report sets out our approach and includes an overview of our holistic stewardship activities over the past year

Taiwan and South Korea are outpacing some of Europe’s largest stock markets, driven by demand for AI technology.

Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.

With Iran and the US competing to block the Strait of Hormuz, oil, gas and fertiliser trade disruptions are impacting markets.

The price of oil recently reached four-year highs. Will this be a short-lived shock or a long-term issue?

The “Magnificent Seven” begin to split as two tech giants break away from the pack.

Risk assets bounced back this week following increased hopes of a further de-escalation in the trade war and a positive earnings cycle.

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. 

Aviva’s Investments, Wealth and Retirement business and Aviva Investors are working together to deliver financial and sustainable outcomes, connecting clients to their capital.

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. 

We believe understanding sustainability factors and trends is fundamental to effective asset management. This report sets out our approach and includes an overview of our holistic stewardship activities over the past year

In our Q1 2026 deep dive, our research team crunched the data to explore how evolving macro conditions are reflected in private debt returns.

In 2026, a lot of capital is chasing few genuinely deliverable infrastructure assets, while geopolitical turmoil is reshaping energy markets. Darryl Murphy, head of infrastructure, delves into what this means for investors.

Supporting employment, skills and training opportunities for local people produces lasting social value. But it is also key to delivering long-term investment returns.

In 2026, investors are targeting increases to their private market allocations. Debt is here to stay, but equity is set to regain ground.

Our private markets research team have crunched the Q4 2025 data. They explain how evolving macro conditions are reflected in private debt returns.

Angenika Kunne outlines Aviva Investors’ infrastructure equity strategy and the key themes driving origination, management and value creation.

European infrastructure debt enters 2026 in a healthy position, with no shortage of demand for its diverse range of opportunities. Nonetheless, investors need to be alert to various risks and conduct thorough due diligence, argues Darryl Murphy.

Today’s private market investments will shape 2050 cities. We explore what this could look like, and the related challenges and opportunities.

Having crunched the data, our private markets research team looks at how evolving macro conditions are impacting private debt returns.

Asset-based finance is capturing the attention of institutional investors – from pension schemes to insurers – thanks to its diverse risk-return drivers and its growing role as a strategic building block in investors’ portfolios.

In this article Viktor Dietrich, Research Director for infrastructure, venture capital and natural capital, revisits the case for investing in European infrastructure equity. He suggests reasons why small-to-mid-sized opportunities should feature prominently on investors’ radar.

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.

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.

In our Q1 2026 deep dive, our research team crunched the data to explore how evolving macro conditions are reflected in private debt returns.

The widespread adoption of Artificial Intelligence is expected to cause significant disruption across many industry sectors, and markets are already pricing in the potential impacts. But is it too soon to identify the winners and losers in the AI revolution? 

Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.

Our private markets research team have crunched the Q4 2025 data. They explain how evolving macro conditions are reflected in private debt returns.

Having crunched the data, our private markets research team looks at how evolving macro conditions are impacting private debt returns.

Risk assets bounced back this week following increased hopes of a further de-escalation in the trade war and a positive earnings cycle.

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.

As AGM season gets under way, we look at the key trends that will shape resolutions and lay out our guiding principles for voting.

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.

Aviva Investors fund managers Edward Hutchings, Liam Spillane and Max Burns offer their initial thoughts on what the US election means for financial markets.