House View Q2 2026

Markets moved quickly from early anxiety to a broad relief rally as confidence returned through the week.

The reaction to the latest oil price shock provides further evidence that those countries which have taken steps to strengthen their financial position are being rewarded by bond investors.

The price of oil recently reached four-year highs. Will this be a short-lived shock or a long-term issue?

The ongoing conflict in the Middle East continues to impact the markets while inflation expectations are recalibrated.

The “Magnificent Seven” begin to split as two tech giants break away from the pack.

In 2026, investors are targeting increases to their private market allocations. Debt is here to stay, but equity is set to regain ground.

Our private markets research team have crunched the Q4 2025 data. They explain how evolving macro conditions are reflected in private debt returns.

Owning and trading assets as digital tokens could transform markets, and money market funds are leading the charge. We explore what this means for investors.

Japan’s bond markets enter 2026 transformed and recent structural shifts have changed the behaviour of the country’s powerful life insurers.

Aviva’s Nick Molho looks at this year’s policy priorities and likely developments for the UK’s low-carbon agenda, and reflects on what it means for investors.

European infrastructure debt enters 2026 in a healthy position, with no shortage of demand for its diverse range of opportunities. Nonetheless, investors need to be alert to various risks and conduct thorough due diligence, argues Darryl Murphy.

Could the proliferation of short-term leverage strategies be the next hidden challenge for fixed income markets?

Today’s private market investments will shape 2050 cities. We explore what this could look like, and the related challenges and opportunities.

Despite some headwinds, the liquidity team expects broadly supportive conditions in 2026. The new year could also see interesting developments in regulation and tokenisation.

In the last Bond Voyage edition of 2025, we examine the vast amounts of capital being deployed to build new high-capacity data centres and how the expenditure is being funded in the bond markets.

In 2024, we outlined our view on the most important public-policy interventions to unlock private investment in the low-carbon economy. In this update, we take stock of policy developments since, and look ahead to 2026 and beyond.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces the appointment of Josien Piek as Head of Benelux and Nordics Business Development. 

(London) – Aviva Investors, the global asset management business of Aviva plc, and Ripple, a financial technology company that offers crypto solutions for businesses, have today announced a partnership with the intention of tokenising traditional fund structures. 

(London) – Aviva Investors, the global asset management business of Aviva plc, has announced the appointment of Mark Dove as a Credit Portfolio Manager within the Fixed Income investment team. 

(London) – Average Private Markets allocations by global institutional investors have risen to 12.5 per cent of overall portfolios according to the latest annual ‘Private Markets Study’ by Aviva Investors. The figure is the highest recorded by the Study, which is now in its eighth year, and surveyed 500 global institutional investors from across the UK and Europe, North America and Asia-Pacific together representing $6.5 trillion of assets under management¹.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has appointed Danielle LeClair as Investment Director, Americas, as it continues to build out its resources in the region.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces two senior hires to its Global Equities team.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has further strengthened its presence and resource for clients in the Americas region with two senior hires, appointing Julie Caron as Head of Institutional, Americas, and Dean Liotta as Managing Director, Institutional, Americas.

(London) – Aviva Investors, the global asset management business of Aviva plc, has announced two new appointments representing the latest in a number of senior, strategic additions to the firm’s Global Fixed Income team. Anna Chong joins as a Sector Lead, whilst Michalis Ditsas joins as a Senior Investment Director; both based in London.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has appointed David Thomas as Global Head of Insurance.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has completed the purchase of New Broad Street House in the City of London, acquiring the remaining stake in the building via its Real Estate Active Long Term Asset Fund (‘REALTAF’).

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has appointed Sam Postlethwaite to the newly-created role of Head of Global Consultant Relations.

(London) – Almost three-quarters (73 per cent) of global institutional investors expect Private Markets investments to outperform Public Markets over the next five years, according to the seventh Private Markets Study published by Aviva Investors.

(London) – Aviva Investors, the asset manager of the Aviva Group (‘Aviva’) has appointed Duane Green as CEO, Canada (subject to regulatory approval) and Head of Americas Distribution. He will be based in Toronto and will report to Jill Barber, Chief Distribution Officer, at Aviva Investors. In this new role, Duane will be lead the Distribution team based in Canada and be responsible for all business development and client relationships across the region.

(London) Aviva Investors, the global asset management business of (London) Aviva Investors, the global asset management business of Aviva PLC (‘Aviva’), has announced the appointment of Fabrice Pellous as co-Head of Global High Yield. 

(London) Aviva Investors, the global asset management business of Aviva PLC (‘Aviva’), has announced the appointment of Gita Bal as Head of Fixed Income Research. 

(London) Aviva Investors, the global asset manager of the Aviva Group, has announced the appointment of Fraser Lundie as Global Head of Fixed Income. In this new role based in London, he will report to Chief Investment Officer Daniel McHugh and will have overall responsibility for the global rates, investment grade, high yield, emerging market debt and global liquidity teams.