Sarah Lyons

In November 2021, regulatory changes were introduced in the UK to help facilitate investment into private asset classes. This article on Long-Term Asset Funds (LTAFs) captures five things defined contribution pension schemes should know about progress so far.

When market conditions change, solid foundations are paramount for multi-asset funds. Strategic asset allocation, diversification and risk management are key building blocks to help deliver consistent returns.

From direct investments and engagement with companies to dialogue with governments and regulators, we believe stewardship efforts can deliver better outcomes for clients.

Gregor Bamert, Sima Kotecha and Nick Solomon discuss the recovery in real estate debt markets in 2024 and the opportunities emerging.

This month, we discuss the books that inspired our investment teams over the summer.

In this article, we explore what’s behind emerging markets’ impressive performance in the face of global economic volatility, and investigate how EM debt investors can take advantage.

Investing on behalf of your children can be a great way to give them a head start in life. But in an uncertain market environment, and with myriad investment options out there, it can be difficult to know where to start. In this article, Dominique Ellis, CFA, offers some key pointers.

While there are obstacles to overcome, the coming years could see new opportunities for the UK government and the private sector to work together on infrastructure projects, says Darryl Murphy.

Securitisation performs a vital role in capital markets and asset-backed securities have historically been a core holding for insurance companies. This article revisits the investment thesis for ABS and explores why the stage may be set for something of a renaissance. 

In this summer edition of Bond Voyage, we discuss topical themes in liquidity, emerging-market debt, investment-grade credit and global sovereign bonds.

In the first instalment of a new series of case studies on our real asset investments, we look at Curtain House, a Victorian warehouse Aviva Investors is converting into a modern, environmentally friendly office building.

Aviva Investors’ Multi-Strategy Target Return managers talk about why their strategy has survived where others have failed, the lessons they have learned and why enhancements to their investment process in 2018 have been paying dividends.

In our latest real assets deep dive, our research team explains how our data on illiquidity premia indicates the benefits of a multi-asset approach to private debt investing. 

Our real assets research team drills into proprietary data to compare risk and return across sectors.

Emerging markets have remained robust amid the economic and political uncertainties of 2024, but active management will be important if debt investors are to identify standout performers over the coming months.

Credit markets have had a comparatively easy ride so far in 2024, and investment-grade corporate spreads are now at some of their tightest levels for a long time. But investors must guard against complacency.