Economic Research

Tariffed: who are the losers in Trump's trade war?

Trump’s tariffs on Chinese imports are stoking market volatility, but there are also longer-term implications for economic growth in the US and beyond.

Press

Aviva Investors Recruits Head of US Equities

October 2018

Aviva Investors announces the appointment of Susan Schmidt as Head of US Equities

Fixed Income

Earthquakes and economics: Bali IMF summit highlights the divergence in EM debt markets

The recent Annual Meeting of the IMF reinforced that EM debt investors should pay extra attention to countries’ individual circumstances, write Aaron Grehan and Carmen Altenkirch.

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Fixed Income

The dangerous science of buckets

March 2018

Why absolute return fixed income challenges traditional asset allocation thinking

Fixed Income

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.

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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.