Investing in an age of AI disruption

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.

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.

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.

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.

The “Magnificent Seven” begin to split as two tech giants break away from the pack.

The new year has begun with a bang with global equities at, or near, record highs. But as fears of an artificial intelligence (AI) led bubble mount, reducing downside risk without necessarily sacrificing lots of upside potential makes increasing sense.

In 2024, we outlined our view on the most important public-policy interventions to unlock private investment in the low-carbon economy. In this update, we take stock of policy developments since, and look ahead to 2026 and beyond.

Global equity income portfolio manager Richard Saldanha explains why investors need to tune out the endless stream of headlines to focus on what's within their control.

In the third of our global equity sector hub discussions, Joanna Tucka, healthcare sector hub lead, and Richard Saldanha, global equity portfolio manager, explore why all is not doom and gloom in healthcare.