Latest fixed income thinking

  • Investing for impact in private debt to combat climate change

    21 Jan 2021

    Impact investment strategies will have an important role to play if the green credentials of the world’s stock of real estate is to be transformed, argue Gregor Bamert and Stanley Kwong.

  • The path for oil and gas after COVID-19

    20 Jan 2021

    Post-COVID recovery initiatives from governments are increasingly taking a green path, but the response of oil and gas companies so far runs from denial to complete reinvention. Should they continue pumping oil for as long as they can to avoid destroying capital for investors, or do they need to accelerate efforts to future proof their businesses now?

  • Our annual letter to company chairpersons

    15 Jan 2021

    As part of our engagement efforts, every January we send a letter to the chairs of companies we invest in (and some we don’t, but still want to use our influence with) to set out our stewardship priorities for the year. Here, in full, is our 2021 letter.

  • Issuance, support from equities and volatility: The outlook for convertible bonds in 2021

    18 Dec 2020

    Shawn Mato, convertible bond fund manager, picks three themes that could have a big say in how the asset class performs in 2021.

  • Zombie revival, improving fundamentals and monetary policy: The outlook for high yield in 2021

    17 Dec 2020

    Kevin Mathews, Brent Finck and Sunita Kara, high yield portfolio managers at Aviva Investors, pick out three themes that will shape the asset class in 2021.

  • Stimulus, M&A and US politics: The outlook for investment grade credit in 2021

    17 Dec 2020

    Mike Cho and Jonathan Manning, investment-grade portfolio managers at Aviva Investors, look at the themes that will shape the asset class in 2021.

  • Chemical compounds: The good, the bad and the ugly

    9 Dec 2020

    After decades of secrecy, light is increasingly being shone on the potentially hazardous compounds produced by chemical companies. In the latest instalment of our editorial series, Link, experts from Aviva Investors’ credit, equities and ESG teams discuss the prevalence of chemicals in modern life, and how to balance usefulness and safety.

  • Sustainability in credit: Why ESG scores don’t tell the whole story

    5 Nov 2020

    ESG ratings are a helpful baseline to assess companies, but views on their ESG risks and opportunities can be honed – and sometimes corrected – through deeper research, trend analysis and meetings with company executives.

  • US Election 2020: Expect the unexpected

    29 Oct 2020

    As the US presidential election looms, we explore potential scenarios – from a Democratic “blue sweep” to a Trump re-election to a divided government – and assess the implications for investors.

  • Global high yield: Stimulus fuels the march of the zombies

    27 Oct 2020

    Zombie companies are the talk of the town. Will they limp on forever, storing up potential trouble for investors’ portfolios, or can they revive and thrive after the COVID crisis?

  • Home and leisure in a pandemic: Girls (and boys) still want to have fun

    13 Oct 2020

    From cinemas to cruises, the consumer-driven home and leisure sector was hit hard by lockdown restrictions. With economies reopening in a disjointed manner, some sub-sectors have rebounded quickly while others continue to struggle. Here, we look at how the pandemic is reshaping the industry and the implications for investors.

  • Fed’s policy shift may spell long-term trouble for bonds

    23 Sep 2020

    Bond markets have taken the recent shift in the Federal Reserve’s policy framework in their stride, partly because interest rates are now expected to stay lower for even longer. But they look vulnerable if the Fed can revive inflation.

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