Aviva Investors Global Equity Endurance Fund

Giles Parkinson explains why a simple, but underused, metric can help investors judge portfolio manager skill.

It is important to source ideas from the broadest possible opportunity set without style factors or other constraints.

Thinking about risk as losing money and the trade-offs involved in assessing risk and return.

The importance and greater relevance of looking at cash flows rather than earnings.

What exactly does capital allocation mean, why is it so important, and how do we analyse it?

Being safely wrong early and bravely right in the long term.

Is passive investment responsible? Put another way, are long-term institutional investors the new activists?

Exploring neurodiversity, and why it matters when investing.

Managing high active share portfolios with low turnover fosters an analytical edge.

Exploring the durability and replicability of investing edges.

Barney Goodchild, Francois De Bruin and Richard Saldanha set out the thought process behind our Global Equity Endurance strategy.

Despite the recent upturn in global equities, Richard Saldanha explains why investors should be cautious in chasing a cyclical rally.

The war in Ukraine has thrown up huge uncertainties around the role of gas in the energy system. Experts from our credit, ESG and real assets teams discuss the implications for traditional energy and renewables companies.

We take a visual approach to explain what’s happening with bonds, equities and oil.

Oliver Judd and Betty Sanchez Torres argue that despite a recovery in prices, banking sector securities continue to offer value so long as a deeper recession is avoided.

Despite hopes inflation will be brought back under control and that the prospects for the UK economy might not be as gloomy as feared, Charlotte Meyrick and Trevor Green explain why equity investors must remain disciplined in 2023.

Botched leadership handovers can severely impair company performance. To satisfy investors, boards need to take succession planning more seriously, argue Trevor Green and Louise Piffaut.

Batteries are set to play a crucial role in helping to decarbonise the global transport and energy sectors. As capital floods into an industry experiencing exponential growth, we look at the key considerations for investors.

Chris Murphy and James Balfour, co-fund managers of our UK equity income strategy, reflect on the big shifts in 2022 and what they could mean for the asset class in 2023.

In a challenging economic environment, where can income investors find companies that can grow and sustain dividends? Richard Saldanha answers the big questions.

Companies whose customers face barriers to exit often deliver more resilient performance over the long term, says Francois de Bruin.

Charlotte Meyrick and Trevor Green discuss the key narratives driving UK equities and where they see opportunities amidst a challenging backdrop.

Beijing’s ideological battle to stamp out COVID-19 appears increasingly misguided as the rest of the world learns to live with the virus. But the impact of China’s approach will be felt far beyond its borders.

The lead manager of our Global Equity Income strategy discusses risks and opportunities for income-seeking investors in a turbulent time for markets.

The idea that human actions are bringing natural systems close to breakdown, threatening livelihoods and financial stability, is making asset managers think harder about nature risk and the environmental dependencies in investee companies.

The manager of our UK Equity Income strategy explains why investors need to change their mindsets about what to pay for growth and cautions against buying yield for its own sake.