Credit investing - bias beware as the cycle turns
A sound portfolio construction process is critical to avoiding the pitfalls of behavioural biases, which will become all too apparent as the credit cycle turns, argues Josh Lohmeier.
AIQ issue 005
The latest issue of AIQ explores the uses and abuses of data. Our cover story on behavioural finance looks at how digital technologies are helping economists and financial professionals improve decision-making. But as we find out in an article on the ‘digital detox’, the use of data also has a dark side, raising privacy and rights issues. Also in this issue, we investigate the intangible economy, trade protectionism and the pros and cons of diversification. Other stories explore the ‘ticking time bomb’ of public debt, the future of fixed income, frontier markets and Abenomics.
Aviva Investors Recruits Head of US Equities
October 2018
Aviva Investors announces the appointment of Susan Schmidt as Head of US Equities
The Diversity Project
Aviva Investors is proud to be part of The Diversity Project, which aims to create a truly diverse and inclusive UK investment and savings industry.
US holds the key to emerging markets' prospects
With emerging market assets under pressure on the back of rising US interest rates, a strong dollar and an escalating trade war between the US and China, our equity and bond teams give their opinion on areas to avoid and where pockets of value are emerging.
Aviva Investors is a global asset manager with expertise in real estate, fixed income, equity, multi-asset and alternative investments.
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The dangerous science of buckets
March 2018
Why absolute return fixed income challenges traditional asset allocation thinking
Prospect of IMF-led reforms attracts debt investors to Africa
Countries in receipt of IMF support often see rapid economic improvements. But local knowledge is crucial for bond investors chasing the ‘IMF trade’, says Carmen Altenkirch.
Multi-strategy
Our four decades of managing multi strategy portfolios has provided us with a deep understanding of what clients want and how these goals change over time.