Latest equities thinking
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The power of governance: Our key takeaways from the 2025 AGM season
20 Aug. 2025
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.
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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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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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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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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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