Latest equities thinking

EM equities: Will Chinese regulators tear down the house that Jack built?

5 Feb 2021

In late 2020, Chinese authorities announced an antitrust investigation into e-commerce giant Alibaba and halted the IPO of its financial services affiliate, Ant Group. Alistair Way looks at the implications for investors in Chinese tech.

Read more

The COVID Nudge

28 Jan 2021

In these data visualisations, we look at whether COVID-19 will achieve something that millions spent on public health campaigning has failed to do.

Read more

The great digital detox

25 Jan 2021

From Russian hackers interfering in foreign elections to high-profile corporate breaches, people are waking up to some harsh realities around data. We look at what the European call for a ‘Magna Carta’ for data has led to, and explore the investment implications of the growing scrutiny over data privacy.

Read more

What a carve up! The future of the internet

22 Jan 2021

Commercial and geopolitical forces are threatening to fracture the internet into competing regimes, making it harder for companies to operate across borders and potentially limiting their growth. We explore the implications for investors.

Read more

The tough arithmetic of #neversell stocks

19 Jan 2021

Over recent years, a group of established companies have traded at relatively high valuations for their robust competitive advantages and consistent growth records. But in a competitive economy, investors should not assume this will continue indefinitely, warns Giles Parkinson.

Read more

Our annual letter to company chairpersons

15 Jan 2021

As part of our engagement efforts, every January we send a letter to the chairs of companies we invest in (and some we don’t, but still want to use our influence with) to set out our stewardship priorities for the year. Here, in full, is our 2021 letter.

Read more

Issuance, support from equities and volatility: The outlook for convertible bonds in 2021

18 Dec 2020

Shawn Mato, convertible bond fund manager, picks three themes that could have a big say in how the asset class performs in 2021.

Read more

Recovery, divergence and externalities: The outlook for global equities in 2021

15 Dec 2020

Giles Parkinson, global equities portfolio manager at Aviva Investors, looks at three themes that will shape the asset class in 2021.

Read more

Reversal of fortunes, Brexit and dividends: The outlook for UK equities in 2021

11 Dec 2020

Trevor Green, UK equity portfolio manager at Aviva Investors, picks three themes that could have a big say in how the asset class performs in 2021.

Read more

Selectivity, sanctions and decarbonisation: The outlook for emerging market equities in 2021

11 Dec 2020

Alistair Way, head of emerging market equities at Aviva Investors, looks at three themes that will shape the asset class in 2021.

Read more

COVID, climate and Black Lives Matter: The stories that defined 2020

10 Dec 2020

We select some of our key pieces of content in a year of unending drama.

Read more

Chemical compounds: The good, the bad and the ugly

9 Dec 2020

After decades of secrecy, light is increasingly being shone on the potentially hazardous compounds produced by chemical companies. In the latest instalment of our editorial series, Link, experts from Aviva Investors’ credit, equities and ESG teams discuss the prevalence of chemicals in modern life, and how to balance usefulness and safety.

Read more

AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
Read more

House View

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

Read more