Investing in an age of AI disruption

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

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.

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

As oil surged above $100 and bond yields climbed to multi-year highs, equities held up remarkably well, leaving investors to reconcile two very different messages from financial 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 size of the SpaceX IPO is taking equity issuance to a whole new level.

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.

The widespread adoption of Artificial Intelligence is expected to cause significant disruption across many industry sectors, and markets are already pricing in the potential impacts. But is it too soon to identify the winners and losers in the AI revolution? 

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.