Tony Callcott

Global equity income portfolio manager Richard Saldanha explains why investors need to tune out the endless stream of headlines to focus on what's within their control.

Having crunched the data, our private markets research team looks at how evolving macro conditions are impacting private debt returns.

The newly launched Aviva Investors’ Social Value Label recognises quality practice in the construction supply chain. It will be awarded to contractors who deliver social value when building commercial real estate.

This month’s Bond Voyage looks at the Bulk Purchase Annuity (BPA) market in the UK – the quiet market making loud moves.

Financial flows shall be “consistent with low greenhouse-gas emissions and climate-resilient development”, according to Article 2.1.c of the Paris Agreement. Yet most finance continues to flow to business as usual. How can this change?

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?

In this article, the first of a two‑part series, members of our liquidity team explore cash trends in a rapidly evolving financial landscape for corporate treasurers.

In the third of our global equity sector hub discussions, Joanna Tucka, healthcare sector hub lead, and Richard Saldanha, global equity portfolio manager, explore why all is not doom and gloom in healthcare.

In this month’s Bond Voyage, we introduce SHIELD – the downside protection framework used by our fixed income division. SHIELD is designed to ensure our portfolios remain resilient in challenging market conditions while maintaining capital efficiency.

Asset-based finance is capturing the attention of institutional investors – from pension schemes to insurers – thanks to its diverse risk-return drivers and its growing role as a strategic building block in investors’ portfolios.

In this article Viktor Dietrich, Research Director for infrastructure, venture capital and natural capital, revisits the case for investing in European infrastructure equity. He suggests reasons why small-to-mid-sized opportunities should feature prominently on investors’ radar.

Holistic stewardship across corporates, value chains, and sovereigns is essential to shaping viable, investable climate transitions. But its focus must now move beyond targets to the real-world delivery needed to make those targets achievable.

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.

Vital industries for UK growth like steel or cement are also energy intensive, and their decarbonisation is essential. We convened a roundtable of experts to discuss barriers and solutions to unlocking low-carbon investment opportunities.

After falling out of favour following the 2022 UK mini-budget crisis, real estate long income is making something of a comeback. Fund managers Renos Booth and Kris McPhail explain why it is starting to attract interest from a variety of investors.

In this month’s Bond Voyage, our Solutions team investigates the reasons behind the widening gilt-swap spread and its implications for government bond investors, in particular for insurance companies.