Latest fixed income thinking

  • Global high yield: Stimulus fuels the march of the zombies

    27 Oct 2020

    Zombie companies are the talk of the town. Will they limp on forever, storing up potential trouble for investors’ portfolios, or can they revive and thrive after the COVID crisis?

  • Home and leisure in a pandemic: Girls (and boys) still want to have fun

    13 Oct 2020

    From cinemas to cruises, the consumer-driven home and leisure sector was hit hard by lockdown restrictions. With economies reopening in a disjointed manner, some sub-sectors have rebounded quickly while others continue to struggle. Here, we look at how the pandemic is reshaping the industry and the implications for investors.

  • Fed’s policy shift may spell long-term trouble for bonds

    23 Sep 2020

    Bond markets have taken the recent shift in the Federal Reserve’s policy framework in their stride, partly because interest rates are now expected to stay lower for even longer. But they look vulnerable if the Fed can revive inflation.

  • Emerging market debt: A path less volatile

    17 Sep 2020

    After one of the most volatile periods on record, hard currency emerging market debt is once again drawing investor interest, thanks to attractive yields and its diversification potential. But while markets recovered quickly from the volatility, investors should remain cautious for the challenges ahead.

  • Electric avenue: EVs and the transformation of autos

    13 Aug 2020

    In the latest instalment of our editorial series, Link, experts from our infrastructure, credit research and equity teams discuss why efforts to ‘build back better’ as economies recover from COVID-19 could further accelerate investment in electric vehicles and associated infrastructure.

  • Education, entrepreneurship and biological age: An interview with Andrew Scott

    6 Aug 2020

    In part two of our interview with Professor Andrew Scott from London Business School, we look at how policy will shift to take account of people living for longer and how service providers will respond.

  • Longevity, policy and technology: An interview with Andrew Scott

    6 Aug 2020

    Living longer brings enormous opportunities to reshape how we spend our time. But in the first of a two-part interview, Andrew Scott from London Business School explains how advances in longevity and technology have not been matched by innovation in social structures or our approach to financial planning.

  • Reality bites: Retailing in a health crisis

    5 Aug 2020

    In the latest instalment of our editorial series, Link, experts from Aviva Investors’ credit, equities and real asset teams discuss the consequences of COVID-19 on the retail sector and their implications for investors.

  • Where can investors put cash to work when rates go negative?

    30 Jul 2020

    Just when investors thought they couldn’t sink any lower, the economic shock caused by COVID-19 has put further downward pressure on interest rates in developed markets. Caroline Hedges, head of global liquidity portfolio management at Aviva Investors, looks at the impact on money market funds.

  • Resilience in credit: All calm for now, but big tests lie in store

    17 Jul 2020

    For credit investors, resilience is about taking appropriate levels of risk, understanding market dynamics, and identifying companies best prepared for the future. All these qualities could be tested given the wide range of possible outcomes as the world begins to recover from COVID-19.

  • Health first: Finding resilience in pharmaceuticals

    2 Jul 2020

    COVID-19 has led to a new appreciation of the importance of healthcare in ensuring all members of society thrive. So where should investors be looking to find resilience in an industry facing enormous change?

  • What do rising US-China tensions mean for global markets?

    24 Jun 2020

    In the latest instalment of our editorial series, Link, Aviva Investors experts discuss the prospects for financial markets and the world economy in the face of escalating hostilities between the US and China.

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