Wild moves in the oil price

Investors spent the week grappling with the price of resilience, as robust growth and rising energy costs complicated the outlook for inflation and interest rates, pushing bond yields to multi-year highs.

Investors in passive bond funds are being exposed to more risk than they may appreciate as US technology giants turn to fixed income markets to fund massive spending on AI data centres, argues Aviva Investors chief executive Mark Versey. 

Diversification has always been at the heart of asset management, but recent turmoil, from higher inflation to conflict, trade barriers and the AI revolution, is roiling markets. Can investors still reap its benefits?

The ‘Magnificent Seven’ group of Big Tech companies is no longer the key driver of US equities, as the rally broadens out to other sectors.

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

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

In this article we ask the three portfolio managers of the AIMS Target Return fund to explain the new ways in how they utilise options within the portfolio, the potential benefits of this and the rationale behind some of their more recent strategies.

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.

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.

With Iran and the US competing to block the Strait of Hormuz, oil, gas and fertiliser trade disruptions are impacting markets.