Multi-asset & multi-strategy solutions

David and Goliath; the tortoise and the hare; Wimbledon FC beating the all-conquering Liverpool in the 1988 FA Cup Final. From fiction to real life, everyone loves an underdog story, but there’s a reason for that; they are the exception, not the rule. 

Peter Fitzgerald, Michael Grady and Jennie Byun make the case for including liquid alternatives within a broad multi-asset allocation in an environment where interest rates stay “higher for longer”.

What springs to mind when you hear the words “disruptive innovation”? 

Our MAF Core range is designed to appeal to a broad range of investors. Shane O’Brien introduces five client types who may find MAF Core an attractive addition to their portfolios. 

Sunil Krishnan, head of multi-asset funds at Aviva Investors, talks to Succession Wealth financial planner Hugo Clay about some less obvious factors planners should consider when choosing a multi-asset fund. 

Given the market turmoil over the last 6-12 months, succession planners have asked us a lot of questions on fixed income markets. Sunil Krishnan, head of multi-asset funds at Aviva investors, answers your questions on the role of bonds in clients’ portfolios.

With the release of Aviva Investors’ House View Q2 2023, Jennie Byun (JB) puts the questions to Michael Grady (MG) on our latest economic and asset allocation views.

With the release of Aviva Investors’ House View 2023 Outlook, Jennie Byun puts the questions to Michael Grady on our latest economic and asset allocation views.

To meet the evolving needs of clients, a robust multi-asset strategy must be built around three principles: investment expertise, ESG integration and value for money.

Building robust multi-asset portfolios is not a game of chance. We explain how expertise is a key pillar of our MAF Core range. 

With the release of Aviva Investors’ House View Q4 2022, Michael Grady (MG), head of investment strategy and chief economist, discusses the firm’s current economic thinking and asset allocation views with Jennie Byun (JB), multi-asset and macro investment director.

The new macro environment poses significant challenges for investors. Our AIMS Target Return team explain why a less conventional approach can help unlock return opportunities and maintain portfolio resilience.

In a world of high inflation and rising borrowing costs, every penny counts. We understand this, which is why value for money is the key pillar of the Aviva Investors Multi-asset Core Fund range. 

With the release of Aviva Investors’ House View Q3 2022, Michael Grady (MG), head of investment strategy and chief economist, discusses our current economic thinking and asset allocation views with Jennie Byun (JB), multi-asset and macro investment director.

With the release of Aviva Investors’ House View Q2 2022, Stewart Robertson (SR), senior UK and Europe economist, discusses the firm’s current economic thinking and asset allocation views with Peter Smith (PS), multi-asset and macro investment director.

With the release of Aviva Investors’ House View 2022 Outlook, Michael Grady (MG), head of investment strategy and chief economist, discusses the firm’s current economic thinking and asset allocation views with Jennie Byun (JB), multi-asset and macro investment director.

Issues around US tech, China, US Treasuries and Japanese monetary policy have hit the headlines in recent weeks. Sunil Krishnan explains how taking a long-term view can help multi-asset investors cut through the noise.

UK gilts have underperformed other government bonds over the last year. Sunil Krishnan explains why the worst may be over.

With economies getting stronger and interest rates nearing their peak, the environment looks supportive for equity and bond markets, but emerging markets face challenges. Sunil Krishnan assesses the implications for multi-asset investors.

Recent concerns over the banking sector seem to have eased, but have raised uncertainties around the availability of credit and the path of interest rates. Sunil Krishnan assesses the consequences for multi-asset investors.

The interlinked nature of multiple global events – known as the polycrisis – can create challenges and opportunities for investors. Sunil Krishnan explores the potential winners, losers and areas of change.

Political risk has returned with a vengeance in 2022. Sunil Krishnan discusses what this means for multi-asset portfolios.

Inflation has direct and indirect consequences for financial markets. Sunil Krishnan reflects on how multi-asset investors can mitigate them and find areas of resilience.

Government bonds have not acted as safe haven assets recently. Sunil Krishnan explores whether this spells the end of the traditional 60/40 allocation in multi-asset portfolios.

With high levels of inflation persisting around the world, central banks must tighten policy without hurting consumer demand and economic growth. This will be more difficult for some central banks than others, says Sunil Krishnan.

From Russia’s invasion of Ukraine to surging inflation, risk has well and truly returned to markets in 2022. Sunil Krishnan offers useful insights for investors unaccustomed to such challenging times.

As central banks continue to stretch what ‘transitory’ inflation means, Sunil Krishnan explores how price pressures are changing and the implications for multi-asset portfolios.

Diversification is a core tenet of multi-asset investing. Sunil Krishnan explores thematic ideas that may help diversify portfolios in the current market environment.

A strong economic recovery and continued reflationary bias from the Federal Reserve could push long-dated yields higher on US Treasuries, says Sunil Krishnan.

Although economic growth, operating leverage and valuations support equities, it is too early to tell whether value stocks are finally set to make a comeback, says Sunil Krishnan.

While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.

The early part of a year gives investors an opportunity to take stock. Sunil Krishnan reflects on how the current environment is shaping our views for multi-asset portfolios.