Tony Callcott

This week, equity markets have been riding a wave of optimism on the back of positive news flow, with the US stock market, as measured by the S&P 500, remarkably erasing its losses for the year.

Investors should consider EMD hard currency for a long-term strategic allocation within fixed-income portfolios to boost portfolio returns, rather than just a short-term tactical play. 

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 investor fear gauge, otherwise known as the VIX Index, hit a four-week low as markets have now bounced back from their April nadir.

In May, our EMD team discusses the most effective way to manage fixed income through episodes of heightened uncertainty.

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

Designed to support our holistic stewardship approach, Aviva Investors adopted its Climate Stewardship 2030 programme (CS30) in 2024.

Decarbonising power is essential to provide affordable, clean energy and deliver net zero ambitions. It also brings significant investment opportunities. We convened a range of industry experts to discuss the barriers and how to overcome them.

Risk assets bounced back this week following increased hopes of a further de-escalation in the trade war and an easing in fears surrounding the independence of the US Federal Reserve.

Welcome to Bitesize, our new monthly data-viz series where we unpack market developments in a single chart (or two), giving you sharp insights in under five minutes. This month, we look at the impact of President Trump’s latest tariffs—and how diversification can help investors stay resilient when markets wobble.

Following recent market turmoil, which saw the VIX (volatility) index reach one of its highest points this century, we saw a stabilisation in risk assets this week. 

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 tariff turbulence continues, we round-up what's happened in markets this week and how we are positioning portfolios.

This month, our fixed income teams discuss the drivers behind emerging and developed market convergence, what the US hybrid boom has in store, the continued popularity of money-market funds, and the ups and downs of high yield. 

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.