Jonathan Toub

Markets navigated shifting geopolitical tensions, resilient economic data and blockbuster Nvidia earnings, with the AI theme finishing the week back in the driving seat.

Regulation must recognise that sustainable investing incorporates more than the provision of sustainable funds alone.

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?

In the first of four insights, we explain why natural capital is a foundational input into economic activity. Forests, soils, rivers, wetlands, oceans and biodiversity are productive assets that generate products such as timber or food and are natural regulators of water flows. 

In this latest edition of our series on the illiquidity premia, we assess the key themes driving private-debt pricing and market opportunities in Q2.

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.

Artificial intelligence (AI) is already helping research analysts work more efficiently, but could it ultimately replace them?

As AGM season winds down, we examine the key trends that influenced resolutions and outline our core principles for voting.

In the UK, urban family housing can combine the delivery of high-quality homes to underserved markets with tangible local outcomes, alongside long-term rental growth and attractive total returns. 

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

The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explores the potential benefits for investors.

The ongoing boom in Artificial Intelligence stocks has created headwinds for many actively managed strategies. In this article, the managers of Aviva Investors’ Global Equity Income strategy explain how they have enhanced some investment processes in response to recent events.

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

Giant tech companies are increasingly turning to international markets as they look to finance trillions of dollars of investment in AI infrastructure over the coming years. And they are doing so at accelerated speeds and scale.

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 investors align their credit allocations to net-zero commitments and maintain returns?