Latest equities thinking
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The week in markets: Bonds blink, stocks shrug
25 Sept 2026
Bond markets endured another difficult week as stronger than expected growth data pushed interest rate expectations higher and government bond yields hit multi-decade highs. Yet equity markets remained remarkably unfazed.
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Multi-asset chart of the month for September: Global bond markets reassess the monetary policy outlook
23 Sept 2026
Global bond markets remain under pressure due to renewed inflation concerns and a general shift to tighter monetary policy.
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UK and EU sustainability regulations: Could a narrow focus be missing the bigger picture?
27 Aug 2026
Regulation must recognise that sustainable investing incorporates more than the provision of sustainable funds alone.
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Investment diversification: Still the only free lunch?
26 Aug 2026
Diversification has always been at the heart of asset management, but recent turmoil, from higher inflation to conflict, trade barriers and the AI revolution, is roiling markets. Can investors still reap its benefits?
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Multi-asset chart of the month for August: US rally broadens out from reliance on Big Tech
19 Aug 2026
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.
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2026 AGM season
10 Aug 2026
As AGM season winds down, we examine the key trends that influenced resolutions and outline our core principles for voting.
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Driving stewardship together
29 Jul 2026
Aviva’s Investments, Wealth and Retirement business and Aviva Investors are working together to deliver financial and sustainable outcomes, connecting clients to their capital.
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The enduring case for global equity income
28 Jul 2026
The ongoing boom in Artificial Intelligence stocks has created headwinds for many actively managed strategies. In this article, the managers of Aviva Investors’ Global Equity Income strategy explain how they have enhanced some investment processes in response to recent events.
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Multi-asset chart of the month for July: Earnings are still growing
27 Jul 2026
Since the start of 2026, estimated earnings growth for the year has improved across all major regions, but particularly in emerging markets.
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Hopes and fears: Why client behaviour – not markets – can determine retirement outcomes
30 Jun 2026
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.
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Multi-asset chart of the month for June: Astronomical IPOs redefine markets
24 Jun 2026
The size of the SpaceX IPO is taking equity issuance to a whole new level.
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Confidence in a changing climate
15 Jun 2026
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.
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