Latest equities thinking

Electric avenue: EVs and the transformation of autos

13 Aug 2020

In the latest instalment of our editorial series, Link, experts from our infrastructure, credit research and equity teams discuss why efforts to ‘build back better’ as economies recover from COVID-19 could further accelerate investment in electric vehicles and associated infrastructure.

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Chinese equities: A rally of substance?

12 Aug 2020

Chinese equities have risen sharply in recent weeks, mirroring trends in global markets. While some commentators have warned efforts by Beijing to juice share prices are inflating an unsustainable bubble, Alistair Way and Xiaoyu Liu argue valuations are far from excessive.

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As earnings season unfolds, equity investors must focus on the bigger picture

10 Aug 2020

Investors are poring over grim corporate earnings reports, but it is crucial to look beyond quarterly figures to assess long-term value, says Giles Parkinson.

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Education, entrepreneurship and biological age: An interview with Andrew Scott

6 Aug 2020

In part two of our interview with Professor Andrew Scott from London Business School, we look at how policy will shift to take account of people living for longer and how service providers will respond.

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Longevity, policy and technology: An interview with Andrew Scott

6 Aug 2020

Living longer brings enormous opportunities to reshape how we spend our time. But in the first of a two-part interview, Andrew Scott from London Business School explains how advances in longevity and technology have not been matched by innovation in social structures or our approach to financial planning.

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Trial and error: The value of learning from mistakes

21 Jul 2020

A common characteristic of successful people and organisations is an ability to recognise and quickly learn from their mistakes. UK Equity Income Fund Manager Chris Murphy shares the lessons he has learned from an eventful career.

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Will COVID-19 concentrate corporate power

21 Jul 2020

The fallout from the coronavirus pandemic could see large firms cement their dominance over weaker rivals. We examine the implications for investors.

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Health first: Finding resilience in pharmaceuticals

2 Jul 2020

COVID-19 has led to a new appreciation of the importance of healthcare in ensuring all members of society thrive. So where should investors be looking to find resilience in an industry facing enormous change?

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Why COVID-19 is unlikely to trigger a fresh financial crisis

1 Jul 2020

In the latest instalment of our editorial series, Link, Oliver Judd and Jaime Ramos Martin explain why banks are well-placed to withstand the economic fallout from COVID-19.

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What do rising US-China tensions mean for global markets?

24 Jun 2020

In the latest instalment of our editorial series, Link, Aviva Investors experts discuss the prospects for financial markets and the world economy in the face of escalating hostilities between the US and China.

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Defined Benefit pensions de-risking: A covenant and investment view

23 Jun 2020

In the midst of the COVID-19 shock, Felix Mantz from Lincoln Pensions and Joachim Sudre from Aviva Investors explore how defined benefit pension schemes should plan their journey towards an end game and adopt a more holistic approach to risk.

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What makes a company resilient in a crisis?

9 Jun 2020

As the COVID-19 pandemic hits global economies, equity investors are redoubling their focus on corporate resilience. But what does resilience mean in the current context – and which companies have it?

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AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
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House View

A quarterly publication which encapsulates the thinking of our investment team.

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