We know what it takes to make a difference

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

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.

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

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

After a year of tech-fuelled rallies, trade shocks, and fiscal brinkmanship, 2026 offers both promise and peril. Here’s what investors need to know and our outlook for 2026.

In 2024, we outlined our view on the most important public-policy interventions to unlock private investment in the low-carbon economy. In this update, we take stock of policy developments since, and look ahead to 2026 and beyond.

It's not just the Magnificent Seven who have been benefitting from the AI investment boom.

This month’s chart looks at the strong performance of gold compared to equities so far in 2025. Has it gone too far, or does it still hold value?

This month’s chart looks at the Magnificent Seven group of stocks and explores whether – rather than being a bubble akin to the dotcom era – their high valuations are justified by high earnings.

This month’s chart highlights why a home bias could be counter-productive for UK investors given the continued underlying strength of US companies.

Welcome back to Bitesize, our 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 explore what history can tell us about the likely market impact of the US-China tariff dispute.

Markets continued to digest the endless news flow on global tariffs, while Nvidia provided further indications of the resilience of company earnings in the first quarter of the year.

US fiscal concerns took centre stage this week, as investors reassessed the long-term sustainability of government debt.  

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.

(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) – 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 appointed Hannah Butler as Assistant Fund Manager within its Real Estate Equity team.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has appointed Rory Spriggs to its Real Estate Equity team.

Rory joins as an Investment Manager to help drive the growth and scale of Aviva Investors’ Housing strategies through strategic partnerships and co-investments.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has completed the forward funding of 133 homes in Wixams, Bedfordshire, under its partnership with Packaged Living, a leading sustainable living specialist in the UK.   

(London) – Almost three-quarters (73 per cent) of global institutional investors expect Private Markets investments to outperform Public Markets over the next five years, according to the seventh Private Markets Study published by Aviva Investors.

(London) – Aviva Investors, the asset manager of the Aviva Group (‘Aviva’) has appointed Duane Green as CEO, Canada (subject to regulatory approval) and Head of Americas Distribution. He will be based in Toronto and will report to Jill Barber, Chief Distribution Officer, at Aviva Investors. In this new role, Duane will be lead the Distribution team based in Canada and be responsible for all business development and client relationships across the region.

(London) Aviva Investors, the global asset management business of (London) Aviva Investors, the global asset management business of Aviva PLC (‘Aviva’), has announced the appointment of Fabrice Pellous as co-Head of Global High Yield. 

(London) Aviva Investors, the global asset management business of Aviva PLC (‘Aviva’), has announced the appointment of Gita Bal as Head of Fixed Income Research. 

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has completed the acquisition of Brunel Retail Park in Reading.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has completed the provision of two new debt tranches totalling £65 million to Zenobē Energy Ltd (“Zenobē”), the international provider of end-to-end solutions in fleet electrification and battery storage.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has appointed Steven Gardner as Head of Institutional, EMEA.

(London) Aviva Investors, the global asset manager of the Aviva Group, has announced the appointment of Fraser Lundie as Global Head of Fixed Income. In this new role based in London, he will report to Chief Investment Officer Daniel McHugh and will have overall responsibility for the global rates, investment grade, high yield, emerging market debt and global liquidity teams.

(London) Aviva Investors, the global asset management business of Aviva plc (‘Aviva’), announces the appointment of Cheryl Agius as Non-Executive Director (NED) and Chair of Aviva Investors Holdings Limited.

(London) – Aviva Investors, the global asset management business of Aviva plc, has today announced that it has launched a SICAV fund inspired by the existing Global Equity Income Strategy.