Fundamentals

In this series of videos, senior economists and fund managers from across Aviva Investors’ global investment team discuss the key themes we anticipate will exert a critical influence over financial markets for the foreseeable future.

Episode 3

Watch Helen Driver, Michael Grady and Tom Wells discuss why we believe the turning point for global monetary policy is in sight and why market outcomes will be increasingly determined by fundamental factors.

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Episode 2

Watch Helen Driver, Stewart Robertson, James McAlevey and Peter Fitzgerald discuss how geopolitics and the rise of nationalism, the triumph of reflation over deflation, and the shift from austerity to fiscal stimulus could impact today’s investor.

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Episode 1

Explore some of the key investment themes that we anticipate will exert a critical influence over financial markets for the foreseeable future. They will also be key in determining how we invest our clients’ money.

Download transcript