David is a strategy and research analyst in the Aviva Investors Real Assets team. He plays a key role in influencing fund investment strategies as well as developing the house location strategy across both UK and Europe. He also guides investment decision making across equity and long income mandates.
Experience and qualifications
Prior to joining Aviva Investors, David obtained an MSc in Management and Finance from Imperial College London and a BSc in International Business, Finance and Economics. He has also passed CFA Level 1 and 2 and is currently a CFA level 3 candidate.
Fund Manager, Real Estate
Assistant Fund Manager, Infrastructure
Edward Vaughan Dixon
Head of ESG, Real Assets
Senior Director, Infrastructure
Head of Asset Management
Head of Real Asset Investment Specialists
Chief Investment Officer, Real Assets
Lead Investment Relationship Director
Chief Executive Officer
Managing Director, Infrastructure
Head of UK Real Estate Research, Real Assets
You might also be interested in
Why London remains the ultimate city of the future: Assessing the prospects for London real estate in a post-Brexit, post-COVID world
30 Jan 2023
Brexit and the post-COVID shift in working patterns have changed the landscape of London real estate. But the city remains well-positioned as a key hub in the global knowledge economy, as Jonathan Bayfield, James Stevens and Ed Atterwill explain.
Why infrastructure investors better beat beta: End of cheap-money era brings risks and opportunities
25 Jan 2023
Benign macroeconomic conditions have boosted infrastructure investments over the past decade. But with higher interest rates, investors in the asset class will have to show they can create true value, says Darryl Murphy.
Resilience, renewables and rates: The prospects for infrastructure debt in 2023
12 Jan 2023
Infrastructure demonstrated characteristic resilience in 2022 in the face of significant headwinds. Sinéad Walshe and Florent del Picchia from our infrastructure debt team expect more of the same this year.
The (re)price is right – how long-term investors can capitalise on a turbulent time for real estate
11 Jan 2023
Despite the ongoing turbulence in commercial real estate, Daniel McHugh discusses why market repricing represents an opportunity for long-term investors.
Building to net zero: The outlook for climate transition real assets
8 Dec 2022
James Tarry and Luke Layfield explore how the accelerating climate transition is creating risks and opportunities for real assets investors.
From trials and tribulations to the best opportunity in a decade: The outlook for multi-asset real assets
21 Nov 2022
James Tarry and Luke Layfield assess the impact of recent market volatility across real assets and highlight the wealth of investment opportunities for multi-asset investors that could emerge in 2023.
Building better: Investing in the climate transition through real assets
15 Nov 2022
Investors in real assets can propel the transition to a more sustainable future while also benefiting from portfolio diversification and attractive returns, says Mark Meiklejon.
ESG considerations for social housing
28 Oct 2022
Social housing plays a pivotal role in providing affordable housing for those most in need of it, benefiting local communities and countries as a whole. But investors considering an allocation to the asset class must pay close attention to the ESG implications, argues Mikhaila Crosby.
From needs-based to service-based: How the property market is being transformed
27 Oct 2022
Property owners can no longer passively sit back and take steady rental income for granted. To build a successful real estate portfolio, a more active, customer-driven approach is required, explains Jonathan Bayfield.
Rates, rents and resilience: The outlook for real estate debt
20 Oct 2022
Gregor Bamert discusses the health of UK commercial real estate debt and the effect rising interest rates are having on the asset class.
Resilience and selectivity: The outlook for real estate long income
5 Oct 2022
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the strengths of long-income strategies in a period of high inflation and rising rates.
Inflation, volatility and net zero: The outlook for real estate equity
12 Sep 2022
Ben Sanderson and James Stevens from our real estate team discuss risks and opportunities for property investors amid changing work patterns, rising inflation and the race to net zero.
Conflict, inflation and energy security: An updated outlook for infrastructure investors
6 Sep 2022
Darryl Murphy and Sean McLachlan from our infrastructure team assess how Russia’s war on Ukraine, fears over energy security and surging inflation have changed the prospects for infrastructure investors.
Inflation, recession – or both? Real estate investing through the market cycle
30 Aug 2022
Runaway inflation and monetary tightening could trigger a recession. It’s time for the real estate market to press the reset button, argues Daniel McHugh.
What does the data say? Real Assets in focus
26 Aug 2022
In this month’s instalment of our visual series on topical themes, we look at some of the key recent trends in the real asset universe.
Illiquidity premia in real assets: Q2 2022
9 Aug 2022
Our real assets research team crunch the data to see whether the effects of rising inflation and interest rates are being reflected in private market returns.