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News and insights


Japanese election: will Abe strengthen his hand?

Maulshree Saroliya - 11 OCT 2017

The Japanese electorate will go to the polls on October 22, with Prime Minister Shinzo Abe seeking a stronger mandate for his policies. In this Q&A, Maulshree Saroliya explains what’s at stake for investors.

Asia Pacific Multi-asset Multi-strategy


The future of retailing and retail real estate – what lies in store?

Chris Urwin - 11 OCT 2017

Technological change is piling pressure on traditional retailers, a trend with significant implications for retail real estate, says Chris Urwin

UK Real estate


Why the US bond market is not signalling recession

James McAlevey - 10 OCT 2017

The US yield curve has historically provided an accurate barometer of the economic outlook. But it is wrong to conclude the recent flattening is pointing to a recession, argues James McAveley.

Americas Fixed income


Equity volatility: what lies beneath

- 05 OCT 2017

While aggregate volatility of major stock indices continues to be atypically low, slowly but surely uncertainty is building up again in financial markets. Investors should take note.

Global Equities


US equities: back to the future

Giles Parkinson - 04 OCT 2017

While US equities may look expensive using some traditional yardsticks, there is reason to expect their marked outperformance of the past three decades may continue, argues Giles Parkinson.

Equities Americas


It’s the education, stupid!

Bryony Deuchars - 02 OCT 2017

The positive link between education and economic growth is well established. Bryony Deuchars explores what this means for emerging-market investors.

Equities Emerging markets


House View 2017 Q4

- 02 OCT 2017

The intelligence that guides our investment decisions. No-one can predict the future perfectly. But our House View represents the best collective judgement of Aviva Investors on the current and future investment environment.