House View Q2 2026

Markets breathed easier this week and repriced swiftly as a ceasefire in the Middle East eased oil prices, cooled inflation fears and revived investors’ risk appetite.

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.

Peter Smith delves into seven common behaviours that can be damaging for investment returns – and explains how to avoid them.

The price of oil recently reached four-year highs. Will this be a short-lived shock or a long-term issue?

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

While energy prices and government bond yields rose this week, the impact on equities was different across regions, and credit stress was contained. The situation so far is one of uncertainty rather than a downturn.

The “Magnificent Seven” begin to split as two tech giants break away from the pack.

In 2026, investors are targeting increases to their private market allocations. Debt is here to stay, but equity is set to regain ground.

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.

Owning and trading assets as digital tokens could transform markets, and money market funds are leading the charge. We explore what this means for investors.

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

Angenika Kunne outlines Aviva Investors’ infrastructure equity strategy and the key themes driving origination, management and value creation.

Correlation is one of the most widely used statistical measures in modern finance. But investors looking for genuine portfolio diversification may wish to use it alongside other metrics as they look to mitigate risk.

As geopolitics reshapes markets, rare earths are moving into the spotlight – and Greenland is emerging as a strategic focal point.

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.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has reached practical completion of its development at Old Granada Studios, part of the new Enterprise City neighbourhood in the St John’s area of Manchester.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces the appointment of Josien Piek as Head of Benelux and Nordics Business Development. 

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has completed the provision of a £235 million facility with Lazari Investments, secured against a portfolio of prime London offices.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has completed a letting agreement with Sona Asset Management at its Pegasus development in Mayfair, Central London.

(London) – Aviva Investors, the global asset management business of Aviva plc, and Ripple, a financial technology company that offers crypto solutions for businesses, have today announced a partnership with the intention of tokenising traditional fund structures. 

(London) – Aviva Investors, the global asset management business of Aviva plc, has announced the appointment of Mark Dove as a Credit Portfolio Manager within the Fixed Income investment team. 

(London) – Aviva Investors, the global asset management business of Aviva plc, has announced the appointment of Eoin Rooney as Director of Digital Channels and Serena Burton as Strategic Partners Director within the firm’s UK Wealth team. 

(London) – Average Private Markets allocations by global institutional investors have risen to 12.5 per cent of overall portfolios according to the latest annual ‘Private Markets Study’ by Aviva Investors. The figure is the highest recorded by the Study, which is now in its eighth year, and surveyed 500 global institutional investors from across the UK and Europe, North America and Asia-Pacific together representing $6.5 trillion of assets under management¹.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has grown its Spanish build-to-rent (‘BTR’) portfolio by acquiring a residential development site in the Paterna municipality of Valencia, Spain. The project will be managed by Propia, a dedicated real estate operating company (‘REOC’) launched in June as part of a partnership between Aviva Investors and Layetana Living, a leading Spanish residential developer.

(London) – Aviva Investors, the global asset management business of Aviva plc, and ABN AMRO, one of the largest Dutch banking and financial services companies, announce they have completed a leasing agreement at 101 Moorgate, one of Aviva Investors’ flagship office developments in the City of London.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has completed provision of a £175 million loan to The Arora Group (‘Arora’).

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has agreed to provide nearly £32 million in green loan financing towards the development of a brand-new logistics unit located in Enfield, North London.

(London) – Aviva Investors, the global asset management business of Aviva plc, Aviva Investors, the global asset management business of Aviva plc, announces it has created the ‘Aviva Investors Social Value Label’, a certification scheme which seeks to recognise – and apply a rating to – the quality of practice in the construction supply chain in delivering good employment, skills and training outcomes for people and communities near its real estate development projects.

(London) – Aviva Investors, the global asset management business of Aviva plc, has announced the winners at its annual ‘Aviva Investors Sustainability Media Awards’, which seek to recognise excellence in journalism and reporting on sustainability-linked topics across the UK media.

Amro Partners and Aviva Investors, the global asset management business of Aviva plc, have announced a new joint venture partnership and launch of a dedicated platform focused on investment into purpose-built student accommodation (PBSA) across Germany.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has partnered with Astatine, an Irish energy infrastructure specialist, to establish a new industrial energy transition platform, targeting €800 million of investment, and aimed at supporting emission reductions in some of Europe’s most energy-intensive industries and hard-to-abate sectors.