Our experienced team apply a non-consensus change-based investment philosophy, resulting in portfolios that are built around best ideas regardless of style implications. The scale and structure of the team allows them to efficiently cover a large and disparate universe while also drawing on the insight from other investment teams across the business. Our style-agnostic portfolios are driven by our highest-conviction investment ideas which are implemented with rigorous risk control. Non-binding assessments of environmental, social & governance (ESG) factors are also incorporated into our process.
We offer strategies that tap into both the attractive income and growth potential of the broader emerging market equity asset class and the exciting capital growth prospects inherent in smaller companies.
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.
Emerging market equities strategies
Aviva Investors Emerging Markets Equity Small Cap Fund
Aims to tap into the significant growth potential of smaller companies in an under-researched market.
Aviva Investors Emerging Markets Equity Income Fund
Provides a diversified and attractive source of income. We seek to capture the maturing dividend culture of emerging companies.
Emerging market equities strategies
Global emerging market equities team
Head of Global Emerging Market Equities
Read more about the funds
Explore our equities range
Climate Transition Equities
A range of strategies investing in companies that can play a major role in the transition to a low-carbon world.
Our range of global equity funds is underpinned by a robust, repeatable investment process to meet clients' objectives across capital growth and income.
Covering both continental and pan-European regions, our range of equity funds focus on identifying companies with improving fundamentals.
Investors should confront the dark side of tech
9 Jul 2021
Technology firms are often favoured by ESG funds because of their ostensibly clean, asset-light business models. But investors need to look deeper and challenge unethical and unsustainable practices across the industry, argue Louise Piffaut and Charles Devereux.
China’s Big Tech crackdown
5 Jul 2021
Like Washington and Brussels, Beijing is worried about the growing power of large technology companies. But China’s regulators are taking swifter, more radical action than their peers in the West.
The Anti-Social Network
2 Jul 2021
Facebook, Twitter and other platforms are drawing criticism for their failure to tackle hate content. But will the hit to their reputation do any lasting commercial damage?
The taming of the few
1 Jul 2021
Regulatory authorities around the world are targeting the big US tech giants. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold and influence on numerous economic sectors will be hard to loosen.
Is there now ‘value’ in value investing?
2 Jun 2021
Value or growth? It is an age-old debate and, as Giles Parkinson argues, a slightly irrelevant one given the changing makeup of the economy and the gentle decoupling of intrinsic value from financial statements.
Green is not always clean: Rising tide of greenwash brings risks for investors
19 May 2021
Some companies have long sought to mislead the public about their commitments to sustainability, but greenwashing has become more widespread and sophisticated in recent years. Now regulators and investors are fighting back.
How COVID-19 is accelerating the use of new technologies in construction and manufacturing
14 May 2021
During the pandemic, companies have stepped up investments in technology to communicate remotely with customers and keep their businesses running. As well as boosting efficiency and profitability, it also creating investment opportunities in previously overlooked areas.
Flipside: Not all externalities are negative
4 May 2021
ESG factors have long been viewed as risk factors to manage. Giles Parkinson explores the flipside of this proposition, contending that positive externalities are an under-leveraged investment opportunity.
What does the data say? Vaccines, illiquidity and managers called Dave
26 Mar 2021
In the first of a new monthly series, we take a visual approach to illustrate topical data themes in economies, markets and beyond. This month we look at the correlation between stock market performance and vaccinations, the illiquidity premium in real assets, and whether there are still more men called Dave running funds than female managers.
Why it is getting harder to assess value in financial markets
19 Mar 2021
Massive intervention by central banks and governments in recent years has left investors struggling to value financial assets.
18 Mar 2021
The coronavirus pandemic has spurred companies to upgrade their digital capabilities, boosting productivity and creating investment opportunities in previously overlooked niches.
The new struggle for global supremacy could disrupt financial markets
17 Mar 2021
China’s economic rise threatens US supremacy and the global economic and financial order built up since 1945.
Cut it out! The complex quest to decarbonise heating
16 Mar 2021
More countries are contemplating their visions for a lower carbon world. Norway has excluded fossil fuels entirely for heating buildings, while others are taking a more nuanced approach. So, what are the options for those with environment at the heart of their agenda?
Zero rates: Too much of a good thing?
9 Mar 2021
The inexorable rise in asset prices caused by the seemingly never-ending era of monetary easing is calling into question long-held investment beliefs, as members of our multi-asset & macro and equities teams explain.
From crisis comes opportunity: What’s normal now?
2 Mar 2021
Big challenges bring us the opportunity to think differently. Our investment teams reveal what they have learnt from COVID-19, and how they are preparing to face whatever ‘normal’ emerges in a post-pandemic world.
Pixie dust and demon dust: The little things that make a big difference in equity markets
19 Feb 2021
To gain an accurate picture of a company’s long-term prospects, investors must pay close attention to the details, says Giles Parkinson.