Latest fixed income thinking

  • 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.

  • 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.

  • Reality bites: Retailing in a health crisis

    5 Aug 2020

    In the latest instalment of our editorial series, Link, experts from Aviva Investors’ credit, equities and real asset teams discuss the consequences of COVID-19 on the retail sector and their implications for investors.

  • Resilience in credit: All calm for now, but big tests lie in store

    17 Jul 2020

    For credit investors, resilience is about taking appropriate levels of risk, understanding market dynamics, and identifying companies best prepared for the future. All these qualities could be tested given the wide range of possible outcomes as the world begins to recover from COVID-19.

  • 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?

  • 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.

  • 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.

  • COVID-19: Will credit markets remain open for business?

    1 May 2020

    While concerns around credit market liquidity have been rising since the global financial crisis, the COVID-19 sell-off has highlighted how fragile liquidity can be during periods of real stress. Colin Purdie discusses the short- and long-term implications for investment grade and high yield credit globally.

  • The impact of COVID-19 on global high yield

    20 Apr 2020

    As an increasing number of companies battle the economic consequences of COVID-19, their ability to service bond payments is coming under intense scrutiny. In this Q&A, Sunita Kara considers whether current high-yield valuations adequately compensate investors for default risk and looks at the broader implications of the pandemic.

  • Re-enter the dragon: What China’s recovery from COVID-19 means for emerging markets

    7 Apr 2020

    As China gradually emerges from lockdown, emerging market debt and equity investors are trying to gauge the impact of the coronavirus pandemic on its economy – and the knock-on effects for other emerging markets.

  • COVID-19 and a brief history of emerging market debt drawdowns

    2 Apr 2020

    The scale and speed of COVID-19’s impact on global financial markets has caused emerging market debt returns to decline at a pace not seen since the global financial crisis. However, history suggests the recovery of the asset class may also turn out to be quick.

  • The impact of COVID-19 on private debt

    30 Mar 2020

    As COVID-19 sweeps across the world, a contraction in global growth is causing an adverse short-term reaction to the economy and financial markets. While the extent of contagion from public markets to private debt remains unclear, transactions with strong downside protection should remain more resilient through the crisis, explains Nikhil Chandra.

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