Latest equities thinking

  • COVID-19: The impact on global equities

    28 Apr 2020

    As the coronavirus pandemic wreaks havoc on global economies, Giles Parkinson assesses the impact across equity markets and the longer-term implications for investors.

  • Are investors too complacent about the coronavirus?

    21 Feb 2020

    In the latest of our editorial series, Link, AIQ brings members of Aviva Investors’ investment strategy, equity and debt teams together to discuss the prospects for financial markets and the world economy in the face of the coronavirus epidemic.

  • Cwtch: Has capitalism gone cuddly?

    18 Feb 2020

    In the first of a new editorial series, Link, AIQ brings together people from across Aviva Investors to debate topical themes. Mirza Baig and Stephanie Niven consider whether CEO claims about running businesses for multiple stakeholders rather than shareholders alone is a grand idea or just plain grandstanding.

  • In a complex market, investors need to connect information signals more effectively

    19 Nov 2019

    A growing body of research suggests equity investors are poor at recognising the connections and interrelationships between companies. A fresh approach is needed, argues Mikhail Zverev, head of global equities at Aviva Investors.

  • 5G: Anatomy of an equity investment idea

    11 Nov 2019

    The evolution of wireless technology has fuelled a host of new mobile applications and helped propel companies such as Netflix. 5G, its next iteration, promises speeds up to 20 times faster than the current 4G. But to think only in terms of speed severely underestimates 5G’s potential to fundamentally transform the business landscape – though not without tremendous risk.

  • Back to the future: Dr Eric Topol on AI in healthcare

    3 Oct 2019

    In the final article in our series on healthcare, we speak to the renowned cardiologist and author Eric Topol about his new book, Deep Medicine.

  • Substance over style?

    30 Sep 2019

    Why an agnostic approach beats equity style biases.

  • Big Tech bets on healthcare

    25 Sep 2019

    In the third of a four-part series on healthcare, we focus on technology. New tech innovations promise to deliver better treatments and cost efficiencies – but concerns over data protection and flawed AI persist.

  • Biotech disrupters shake up the drug discovery business

    18 Sep 2019

    In the second of a four-part series on healthcare, we look at how competition between Big Pharma, Chinese biotech and Silicon Valley is transforming the landscape of drug discovery.

  • Investors must hold bad bosses to account

    16 Sep 2019

    Institutional shareholders need to be as agile and active as private equity in dealing with failures of leadership.

  • Medicine, politics and investing: Tensions abound

    12 Sep 2019

    In the first of a four-part series on global healthcare, we look at why the sector is likely to take centre stage in the 2020 US elections and what this means for investors.

  • As China soars, emerging market investors need a rethink

    21 Aug 2019

    With China set to dominate EM equity indices over the coming decades, investors need to adjust their approach to the asset class, argues Alistair Way.

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