Capabilities

Can society reform the system that has enabled growth but simultaneously brought the long-term health of the planet into question? UN Climate Change High Level Champions Finance Youth Fellow Natalie Mangondo contemplates choices and change with AIQ.

Beijing’s ideological battle to stamp out COVID-19 appears increasingly misguided as the rest of the world learns to live with the virus. But the impact of China’s approach will be felt far beyond its borders.

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.

The lead manager of our Global Equity Income strategy discusses risks and opportunities for income-seeking investors in a turbulent time for markets.

Luke Layfield looks at how real estate long income can help address clients’ ESG responsible investing objectives and how respective timelines for implementing change can be best aligned.

In this month’s instalment of our visual series on topical themes, we look at whether the global economy is heading towards stagflation.

Government bonds have not acted as safe haven assets recently. Sunil Krishnan explores whether this spells the end of the traditional 60/40 allocation in multi-asset portfolios.

In the first of a new series, David Clott assesses the key recent developments in the convertible bond market and outlines why this could be an attractive entry point into the asset class with Rico Pedrett.

The co-managers of the Aviva Investors Strategic Bond strategy give their views on the outlook for credit markets following the worst first-half in at least 40 years.

The idea that human actions are bringing natural systems close to breakdown, threatening livelihoods and financial stability, is making asset managers think harder about nature risk and the environmental dependencies in investee companies.

The manager of our UK Equity Income strategy explains why investors need to change their mindsets about what to pay for growth and cautions against buying yield for its own sake.

Russia’s war in Ukraine has contributed to soaring food prices, supercharging global inflation. Poorer countries will likely be hardest hit, adding to the risk of social unrest. With public finances and incomes already under strain, emerging-market debt investors should be on high alert.

A growing chorus of experts are warning of the return of stagflation – periods of high inflation with low or negative economic growth. 

Reaching net zero by 2050 will require significant injections of capital. But it is also an opportunity to rethink social relationships, as Professor Nick Robins explains.

Reflecting on ESG risks in the pharmaceutical industry, Sora Utzinger discusses supply chains and counterfeit medicines, access to painkillers, and the ethics of gene editing.

In this month’s instalment of our visual series on topical themes, we explore the world of biodiversity.