Recent thinking

AIQ: The Macro Stewardship Edition


In this edition of AIQ, we give a primer on the next frontier of responsible investing - macro stewardship - where engagement moves beyond companies to focus on reforming systems.


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The Little Book of Data

The world, including finance, is constantly changing and investors are always looking for an edge. Every year, we curate and create what we believe are some of the most relevant and thought-provoking charts and information graphics for our clients. In the fifth edition of our award-winning publication, The Little Book of Data, we use visualisations to bring to life the biggest trends in economies and markets.

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The AIQ Podcast

We sit down with some of the best minds in economics, finance and academia to break down important ideas in investing, challenge conventional thinking, and have a bit of fun. The AIQ Podcast brings you the ideas that matter, the intuition behind the results, and the understanding to apply them.

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Macro House View

Our House View represents the best collective judgement of Aviva Investors on the current and future investment environment.

Executive Summary

A summary of our outlook for economies and markets.

Key investment themes and risks

The six key themes and risks which our House View team expect to drive financial markets.

Macro forecasts: charts and commentary

Our round-up of major economies; featuring charts and commentary.

Global market outlook and asset allocation

What our House View means for asset allocation and portfolio construction.

AIQ features

AIQ client matters

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