Q2 2017 House View
The global economy edges closer to normalisation
Our second-quarter House View highlights how the global economy appeared to find a firmer footing in the second half of 2016.
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Aviva Investors
Real Estate and the LGPS
A series of insights on the roles that real estate can play in collective portfolios for local government pension schemes
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Aviva Investors
Global Investment Solutions
Tailored investment approaches to meet the complex needs of institutional investors.
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Aviva Investors
Investing for outcomes
A series of events and thought leadership aimed at helping defined benefit pension schemes in the United Kingdom respond to today’s challenges
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Aviva Investors
Fundamental video series
Our view of global trends driving financial markets
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Insights
Views and opinions from our investment teams.
Global Investment Solutions
Tailored investment approaches to meet the complex needs of institutional investors.
The Aviva Investors Multi-Strategy (AIMS) fund range
Outcome-focused strategies for an uncertain world.
The Diversity Project
Aviva Investors is proud to be part of The Diversity Project, which aims to create a truly diverse and inclusive UK investment and savings industry.
The world will uphold the Paris Agreement, with or without Trump
President Trump’s decision to take the US out of the Paris Agreement is a blow, but it will not reverse the global momentum behind the effort to tackle climate change, says Steve Waygood.
Asia-Pacific real estate outlook: all eyes on China
Value is scarce in prime Asia-Pacific real estate markets, but Australian retail could offer opportunities, says Sandip Bhalsod.
European real estate: diminishing returns
Attractive European real estate assets are becoming difficult to find, but opportunities remain for discerning investors, says Monika Sujkowska.
UK General Election: Hung, drawn and slaughtered?
The UK general election confounded the predictions of political commentators and bookmakers. Our investment teams assess the potential financial market and economic consequences.
European equities: this time could be different
European equities, weighed down by political concerns, have appeared undervalued for a year. However, with political risk fading and the euro zone economy simultaneously strengthening, that could be set to change.
Emerging markets: four ideas to watch
Our emerging markets and multi-strategy teams set out key trade ideas over a two to three year investment horizon in the EM universe.
Our quarterly update on drivers in alternative income
With the global economy experiencing a synchronised upswing in Q1 2017, alternative income specialists assess the scale and availability of premia from investing in private assets.