Aviva Investors press releases and insight articles

insight

Hard graft: will corruption catch up with South African stocks?

Bryony Deuchars - 15 MAY 2017

The South African government of President Jacob Zuma is engulfed in a corruption scandal, yet the country’s stock market is close to record levels. Equity investors should tread cautiously, says Bryony Deuchars.

Equities Emerging markets

insight

Will France march to a different beat under Macron?

Geoffroy Lenoir - 10 MAY 2017

Emmanuel Macron has outlined an ambitious reform agenda after beating far-right rival Marine Le Pen in the French presidential election. But will he be able to deliver on his promises to revive the French economy and unify Europe?

Europe Economic research Fixed income

insight

Industrials: time for a cyclical recovery?

- 07 MAY 2017

Although evidence of short cycle recovery suggests an industrials renaissance, investors should be wary of overpaying for growth.

Global Equities Economic research

insight

Can Asian economies withstand the protectionist threat?

Maulshree Saroliya - 04 MAY 2017

US President Donald Trump has threatened to slap tariffs on imports from East Asia. Maulshree Saroliya considers how the region’s economies will fare in an environment of heightened trade protectionism.

Asia Pacific Economic research

insight

Europe braced for M&A wave

- 28 APR 2017

Cross-border M&A is on the rise, with US companies increasingly making acquisitions in Europe and the UK. We consider the implications for equity investors.

Europe Equities

insight

European equities: too much, too soon?

Edward Kevis - 27 APR 2017

European equities have performed strongly in the last few months, despite a backdrop of omnipresent political risk. Ed Kevis explores whether the rally is sustainable.

Equities Europe

insight

View from the floor: volatility: down but not out?

- 21 APR 2017

In the latest View from the Floor podcast, Nick Samouilhan, Trevor Leydon, Ben Maynard and James McAlevey consider why volatility remains subdued and what might trigger its resurgence.

Fixed income Multi-strategy Multi-asset Global