Munawer Shafi

Encouraging inflation data calmed concerns about higher rates just as another wave of strong AI news kept investors firmly focused on growth.

Artificial intelligence (AI) is already helping research analysts work more efficiently, but could it ultimately replace them?

As AGM season winds down, we examine the key trends that influenced resolutions and outline our core principles for voting.

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? 

Emerging markets have increasingly forged for themselves a path less dependent on external conditions, making local currency debt one of the most mispriced narratives in global markets.

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.

With Iran and the US competing to block the Strait of Hormuz, oil, gas and fertiliser trade disruptions are impacting markets.

The reaction to the latest oil price shock provides further evidence that those countries which have taken steps to strengthen their financial position are being rewarded by bond investors.

The ongoing conflict in the Middle East continues to impact the markets while inflation expectations are recalibrated.

Our private markets research team have crunched the Q4 2025 data. They explain how evolving macro conditions are reflected in private debt returns.

The new year has begun with a bang with global equities at, or near, record highs. But as fears of an artificial intelligence (AI) led bubble mount, reducing downside risk without necessarily sacrificing lots of upside potential makes increasing sense.

Japan’s bond markets enter 2026 transformed and recent structural shifts have changed the behaviour of the country’s powerful life insurers.

Aviva’s Nick Molho looks at this year’s policy priorities and likely developments for the UK’s low-carbon agenda, and reflects on what it means for investors.

Could the proliferation of short-term leverage strategies be the next hidden challenge for fixed income markets?

Our society, economies and financial systems are embedded in nature, not external to it. This paper sets out the actions we are taking to understand nature-related risks and opportunities to deliver outcomes that meet our clients’ needs, and to support nature-related global goals.

Having crunched the data, our private markets research team looks at how evolving macro conditions are impacting private debt returns.