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Markets were driven by fast‑moving headlines this week, swinging between rising tensions and hopes of a lasting resolution in Iran. But strong company earnings kept equities near record highs despite the volatility.

Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.

The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explains why investors should consider an allocation to the strategy.

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.

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

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.

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.

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.

European infrastructure debt enters 2026 in a healthy position, with no shortage of demand for its diverse range of opportunities. Nonetheless, investors need to be alert to various risks and conduct thorough due diligence, argues Darryl Murphy.

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

Today’s private market investments will shape 2050 cities. We explore what this could look like, and the related challenges and opportunities.

Despite some headwinds, the liquidity team expects broadly supportive conditions in 2026. The new year could also see interesting developments in regulation and tokenisation.