Aviva Investors’ response to COVID-19
In light of the uncertainty resulting from the COVID-19 outbreak, Aviva Investors is taking a number of steps to protect our employees and ensure we can meet our clients’ needs.
Views on COVID-19 economic and market impact
European long-income real estate: Seeking resilience in an uncertain world
As the trajectory of COVID-19 continues to evolve, Isabel Gossling looks at the implications for European real estate and long-lease strategies.
A tale of two hemispheres: Economic recovery from COVID-19
While much of the developed world appears to be on the road to recovery, aided by the rapid roll-out of vaccines, the outlook for many poorer countries is far less favourable, says Ian Pizer.
Virtual reality: How COVID-19 is reshaping the world of work
While the coronavirus pandemic has devastated livelihoods, it presents an opportunity for companies and policymakers to reinvent the world of work. The future is full of possibilities – but no easy answers.
Cutting loose: COVID-19 deals globalisation a further blow
Globalisation’s image problem may have been further tarnished by the pandemic, but can political leaders use the crisis to reform it for the better and resist the urge to abandon it altogether?
Empire states of mind: Is the age of US exceptionalism at an end?
As the world starts to emerge from the COVID-19 pandemic, the US’s position as global hegemon will be under mortal threat from a resurgent China that looks to have escaped the virus relatively unscathed.
Remote working is on the rise, but the office remains indispensable
While the COVID-19 lockdown has highlighted the possibilities of home working, bringing people together in offices is still the best way to spur innovation and productivity, says Jonathan Bayfield.
Home and leisure in a pandemic: Girls (and boys) still want to have fun
From cinemas to cruises, the consumer-driven home and leisure sector was hit hard by lockdown restrictions. With economies reopening in a disjointed manner, some sub-sectors have rebounded quickly while others continue to struggle. Here, we look at how the pandemic is reshaping the industry and the implications for investors.
Fit for the future: Unboxing ESG in real assets
Recent events have highlighted the importance of the environmental, social and governance characteristics of real asset investments – not only as part of COVID-19 recovery programmes, but also as a way of futureproofing portfolios.
Fibre broadband: The need for speed
Lockdown measures imposed during the COVID-19 pandemic have highlighted the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with European economies transitioning from copper to faster fibre broadband networks.
The new rules of client engagement
As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Apiramy Jeyarajah.
The AIQ Podcast: Risk and resilience in an age of uncertainty
The latest episode of the AIQ podcast explores the nature of risk in an uncertain world. How can we stay resilient when the unexpected occurs?
Reality bites: Retailing in a health crisis
In the latest instalment of our editorial series, Link, experts from Aviva Investors’ credit, equities and real asset teams discuss the consequences of COVID-19 on the retail sector and their implications for investors.
Where can investors put cash to work when rates go negative?
Just when investors thought they couldn’t sink any lower, the economic shock caused by COVID-19 has put further downward pressure on interest rates in developed markets. Caroline Hedges, head of global liquidity portfolio management at Aviva Investors, looks at the impact on money market funds.
Multi-strategy investing and the COVID crash: Resilience and redemption?
The COVID-19 pandemic has brought many things into focus, reminding investors of the shock of a market crash. With bond and equity prices already back at levels that seem to belie the harsh economic reality, Peter Fitzgerald and Mark Robertson believe it could be time to reconsider absolute return multi-strategy investing once more.
Will COVID-19 concentrate corporate power
The fallout from the coronavirus pandemic could see large firms cement their dominance over weaker rivals. We examine the implications for investors.
Resilience in credit: All calm for now, but big tests lie in store
For credit investors, resilience is about taking appropriate levels of risk, understanding market dynamics, and identifying companies best prepared for the future. All these qualities could be tested given the wide range of possible outcomes as the world begins to recover from COVID-19.