Latest equities thinking
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The week in markets: Data over drama
14 Aug. 2026
Encouraging inflation data calmed concerns about higher rates just as another wave of strong AI news kept investors firmly focused on growth.
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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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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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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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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.
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Multi-asset chart of the month for June: Astronomical IPOs redefine markets
24 Jun. 2026
The size of the SpaceX IPO is taking equity issuance to a whole new level.
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Confidence in a changing climate
15 Jun. 2026
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.
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Sustainability review 2025
2 Jun. 2026
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
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Multi-asset chart of the month for May: When a few stocks reshape markets
22 May 2026
Taiwan and South Korea are outpacing some of Europe’s largest stock markets, driven by demand for AI technology.
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Investing in an age of AI disruption
13 May 2026
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?
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Contemporary alchemy
5 May 2026
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.
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Multi-asset chart of the month for February: The Magnificent Two
23 Feb. 2026
The “Magnificent Seven” begin to split as two tech giants break away from the pack.
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