Ask the Fund Manager

Bonds dominated the week as debt, deficit and inflation concerns pushed long-term government yields to multi-year highs.

The ‘Magnificent Seven’ group of Big Tech companies is no longer the key driver of US equities, as the rally broadens out to other sectors.

Aviva’s Investments, Wealth and Retirement business and Aviva Investors are working together to deliver financial and sustainable outcomes, connecting clients to their capital.

Since the start of 2026, estimated earnings growth for the year has improved across all major regions, but particularly in emerging markets.

As clients manage their assets in retirement, irrational hopes and fears can get in the way of sound financial decision-making. We look at some of the common behavioural biases that can hinder good outcomes, and the strategies to help overcome them.

The risks that matter most in retirement are fundamentally different from those accumulation portfolios are designed to handle. This demands a different investment approach. 

The size of the SpaceX IPO is taking equity issuance to a whole new level.

In this article we ask the three portfolio managers of the AIMS Target Return fund to explain the new ways in how they utilise options within the portfolio, the potential benefits of this and the rationale behind some of their more recent strategies.

How can institutions forge impactful climate strategies that are right for them and their end beneficiaries? Our “Confidence in a changing climate” guide showcases some of the solutions we have developed to help. 

We believe understanding sustainability factors and trends is fundamental to effective asset management. This report sets out our approach and includes an overview of our holistic stewardship activities over the past year

Taiwan and South Korea are outpacing some of Europe’s largest stock markets, driven by demand for AI technology.

Peter Smith delves into seven common behaviours that can be damaging for investment returns – and explains how to avoid them.

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.

With Iran and the US competing to block the Strait of Hormuz, oil, gas and fertiliser trade disruptions are impacting markets.

The price of oil recently reached four-year highs. Will this be a short-lived shock or a long-term issue?

The “Magnificent Seven” begin to split as two tech giants break away from the pack.