House View
No one can predict the future. But our quarterly House View sets out the collective wisdom of our investment teams on the current state of global markets – and where they might be heading.
Investment capabilities
Our global presence, far-reaching expertise and extensive capabilities across major asset classes combine to help us deliver outcomes that meet your needs.
Our views
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Liquidity
More than a token gesture: Money market funds are going digital
12 Feb 2026
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.
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Fixed income
Bond Voyage: Dancing to a new tune: How Japan’s Lifers are adapting to a market in flux
9 Feb 2026
Japan’s bond markets enter 2026 transformed and recent structural shifts have changed the behaviour of the country’s powerful life insurers.
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Sustainability
UK low-carbon policy: What to look out for in 2026
27 Jan 2026
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.
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Private Markets
Continued momentum: The outlook for European Infrastructure debt
14 Jan 2026
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.
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Fixed income
Bond Voyage: Industrialised alpha meets fixed income fragility
13 Jan 2026
Could the proliferation of short-term leverage strategies be the next hidden challenge for fixed income markets?
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Sustainability
Cities of the future: What will cities look like in 2050?
8 Jan 2026
Today’s private market investments will shape 2050 cities. We explore what this could look like, and the related challenges and opportunities.
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Liquidity
Liquidity outlook 2026: A happy new year
7 Jan 2026
Despite some headwinds, the liquidity team expects broadly supportive conditions in 2026. The new year could also see interesting developments in regulation and tokenisation.
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Fixed income
Bond Voyage: Hyperscalers issue debt to finance huge investments in generative AI data centres
12 Dec 2025
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.
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Equities
Boosting low-carbon investment in the UK: 2025 Roadmap Update
11 Dec 2025
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.
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Fixed income
Purposeful run-on: A credible alternative to buyout
5 Dec 2025
Discover why purposeful run-on is emerging as a credible alternative to buyout for well-funded defined benefit (DB) pension schemes – and how it can unlock long-term value while keeping clients' needs at the centre.
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Fixed income
Beyond buyout: Why DB schemes are reconsidering their endgame
4 Dec 2025
Significant shifts in the defined benefit (DB) pension schemes landscape mean that as schemes mature, trustees and sponsors now face a broader spectrum of strategic choices. We explain why the choice between buyout and run-on is no longer binary.
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Fixed income
Rethinking risk in EMD: The great inversion on emerging markets
28 Nov 2025
Market and economic trends are challenging the idea that emerging market (EM) bonds should trade at a discount to developed economy debt.
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Equities
Controlling the controllables: Investing with focus amid constant noise
13 Nov 2025
Global equity income portfolio manager Richard Saldanha explains why investors need to tune out the endless stream of headlines to focus on what's within their control.
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Private Markets
Illiquidity premia in private debt: Q3 2025
12 Nov 2025
Having crunched the data, our private markets research team looks at how evolving macro conditions are impacting private debt returns.
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Fixed income
Bond Voyage: Bulk Purchase Annuity – a quiet market making loud moves
10 Nov 2025
This month’s Bond Voyage looks at the Bulk Purchase Annuity (BPA) market in the UK – the quiet market making loud moves.
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Sustainability
A tale of two priorities: Aligning financial flows to climate mitigation
30 Oct 2025
Financial flows shall be “consistent with low greenhouse-gas emissions and climate-resilient development”, according to Article 2.1.c of the Paris Agreement. Yet most finance continues to flow to business as usual. How can this change?
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Company news
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Aviva Investors seeks to tokenise products on the XRP Ledger in collaboration with Ripple
11 Feb 2026
(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.
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Aviva Investors appoints new Credit Portfolio Manager
9 Feb 2026
(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.
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Allocations to Private Markets reach new high – Aviva Investors research
28 Jan 2026
(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.
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Aviva Investors continues growth of Americas capabilities with Investment Director hire
12 Sep 2025
(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.
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Aviva Investors makes renewed commitment to Global Equities with senior hires
4 Sep 2025
(London) – Aviva Investors, the global asset management business of Aviva plc, announces two senior hires to its Global Equities team.
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Aviva Investors expands distribution team in the Americas with two senior hires
2 Sep 2025
(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.
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Aviva Investors further bolsters Fixed Income expertise
1 Sep 2025
(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.
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Aviva Investors hires Global Head of Insurance
11 Aug 2025
(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has appointed David Thomas as Global Head of Insurance.
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Aviva Investors acquires New Broad Street House in the City of London
4 Aug 2025
(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’).
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Aviva Investors appoints Head of Global Consultant Relations
23 Jul 2025
(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.
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Allocations to Private Markets continue to rise – Aviva Investors research
5 Feb 2025
(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.
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Aviva Investors appoints CEO, Canada and Head of Americas Distribution
4 Feb 2025
(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.
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Aviva Investors appoints Fabrice Pellous as co-Head of Global High Yield
20 Jan 2025
(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.
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Aviva Investors appoints Gita Bal as Head of Fixed Income Research
9 Jan 2025
(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.
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Aviva Investors appoints Fraser Lundie as Global Head of Fixed Income
24 May 2024
(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.
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Aviva Investors appoints Cheryl Agius as Chair
23 May 2024
(London) Aviva Investors, the global asset management business of Aviva plc (‘Aviva’), announces the appointment of Cheryl Agius as Non-Executive Director (NED) and Chair of Aviva Investors Holdings Limited.
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