Latest equities thinking

Equities and COVID-19: Now is not the time to double-down on uncertainty

21 May 2020

As the effects of COVID-19 continue to rip through societies and economies, Trevor Green explains why adding uncertainty on top of uncertainty is never a good investment strategy. He outlines three critical, but simple, rules for navigating the current equity market.

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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.

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Size matters: Will COVID-19 lead to a concentration of corporate power?

22 Apr 2020

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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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.

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Multi-asset allocation views: Why the bull run in global equities could continue

12 Feb 2020

Sunil Krishnan discusses the conditions for a continued rise in global equities, the potential of Japanese and US equities to outperform from a regional perspective, and some attractive features of emerging markets – particularly Brazil – which may have been overlooked.

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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.

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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.

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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.

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Substance over style?

30 Sep 2019

Why an agnostic approach beats equity style biases.

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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.

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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.

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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.

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AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
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House View

A quarterly publication which encapsulates the thinking of our investment team.

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