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

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.

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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.

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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.

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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.

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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.

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Health first: Finding resilience in pharmaceuticals

COVID-19 has led to a new appreciation of the importance of healthcare in ensuring all members of society thrive. So where should investors be looking to find resilience in an industry facing enormous change?

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Why COVID-19 is unlikely to trigger a fresh financial crisis

In the latest instalment of our editorial series, Link, Oliver Judd and Jaime Ramos Martin explain why banks are well-placed to withstand the economic fallout from COVID-19.

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Tomorrow’s world: COVID-19 and the long-term future of commercial real estate

Chris Urwin and Jonathan Bayfield look beyond the near-term disruption to real estate to assess the longer-term prospects for the retail, office and logistics sectors.

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Multi-asset allocation views: How long will the COVID-19 damage last?

Nearly three months after COVID-19 caused markets to crash and sent countries across the globe into lockdown, debates continue over what the post-COVID world will look like and the extent of the long-term damage. Sunil Krishnan remains cautious.

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Defined Benefit pensions de-risking: A covenant and investment view

In the midst of the COVID-19 shock, Felix Mantz from Lincoln Pensions and Joachim Sudre from Aviva Investors explore how defined benefit pension schemes should plan their journey towards an end game and adopt a more holistic approach to risk.

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Defaults, disruption and development: Real assets adjust to the new normal

While lockdown measures gradually start to ease, it is still far from business as usual in the real assets sector. Mark Versey explains the impact for investors.

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COVID-19 and data infrastructure: Will demand translate into profit?

During the initial outbreak of COVID-19, we published a report on the underlying long-term trends supporting data infrastructure. Since then, much about the world as we knew it has changed. Laurence Monnier assesses how many of the trends we identified remain intact and whether the surge in demand for data services and infrastructure will translate into investment opportunities.

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COVID-19, comp and doing the right thing: Why corporate values have never been more critical

With annual general meetings now taking place virtually, shareholders, employees and suppliers have had to adjust to lockdowns. While some of the immediate impacts will be phased out with the opening of the economy, stewardship priorities and corporate values may change forever.

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Evidence and ambition: The new rules of engagement on climate change

Mirza Baig explains why far-off commitments on climate change by energy companies and their lenders are no longer enough, and why COVID-19 has catalysed rather than derailed investor engagement on the issue.

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Global equities Q&A: Will COVID-19 reshape the structure of global business?

Mikhail Zverev explores the impact of the coronavirus pandemic on global industries and the longer-term implications for supply chains.

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EMD: The art of differentiation

Liam Spillane and Aaron Grehan explain why there are still opportunities for investors in emerging market debt, despite expectations of higher defaults and lower recovery rates.

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