Aviva Investors’ response to COVID-19

In light of the uncertainty resulting from the COVID-19 outbreak, Aviva Investors is taking a number of steps to protect our employees and ensure we can meet our clients’ needs.

Upcoming webcasts

Resgister to get the latest thinking from our investment floor 

Coronavirus: Where is the next surprise(s)?

27 Mar 2020 09:00 GMT 35 minutes

Join us for a quick roundtable discussion with the CIOs of our equities, credit, real asset, and global macro teams who answer our clients’ questions surrounding coronavirus.

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Views on COVID-19 economic and market impact

Equities

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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Equities

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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Real Assets

Tomorrow’s world: COVID-19 and the long-term future of commercial real estate

29 Jun 2020

Chris Urwin and Jonathan Bayfield look beyond the near-term disruption to real estate to assess the longer-term prospects for the retail, office and logistics sectors.

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Covid-19

Multi-asset allocation views: How long will the COVID-19 damage last?

26 Jun 2020

Nearly three months after COVID-19 caused markets to crash and sent countries across the globe into lockdown, debates continue over what the post-COVID world will look like and the extent of the long-term damage. Sunil Krishnan remains cautious.

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Equities

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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Covid-19

COVID-19 and data infrastructure: Will demand translate into profit?

18 Jun 2020

During the initial outbreak of COVID-19, we published a report on the underlying long-term trends supporting data infrastructure. Since then, much about the world as we knew it has changed. Laurence Monnier assesses how many of the trends we identified remain intact and whether the surge in demand for data services and infrastructure will translate into investment opportunities.

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Covid-19

COVID-19, comp and doing the right thing: Why corporate values have never been more critical

16 Jun 2020

With annual general meetings now taking place virtually, shareholders, employees and suppliers have had to adjust to lockdowns. While some of the immediate impacts will be phased out with the opening of the economy, stewardship priorities and corporate values may change forever.

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Covid-19

Evidence and ambition: The new rules of engagement on climate change

15 Jun 2020

Mirza Baig explains why far-off commitments on climate change by energy companies and their lenders are no longer enough, and why COVID-19 has catalysed rather than derailed investor engagement on the issue.

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Equities

Global equities Q&A: Will COVID-19 reshape the structure of global business?

2 Jun 2020

Mikhail Zverev explores the impact of the coronavirus pandemic on global industries and the longer-term implications for supply chains.

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Emerging Market Debt

EMD: The art of differentiation

29 May 2020

Liam Spillane and Aaron Grehan explain why there are still opportunities for investors in emerging market debt, despite expectations of higher defaults and lower recovery rates.

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Covid-19

Compare and contrast: COVID-19 and the Global Financial Crisis

28 May 2020

Is there a lesson to be drawn from history? No two crises are the same but useful insights can be gleaned from comparisons, as Jerome Nunan explains.

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Covid-19

COVID-19: Is there still a premium for illiquidity?

27 May 2020

One of the immediate consequences of the COVID-19 pandemic has been a marked reduction in investors’ risk appetite. But will their appetite for the illiquidity premium in private markets also disappear? Laurence Monnier explores.

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Covid-19

Equities and COVID-19: Now is not the time to double-down on uncertainty

21 May 2020

As the effects of COVID-19 continue to rip through societies and economies, Trevor Green explains why adding uncertainty on top of uncertainty is never a good investment strategy. He outlines three critical, but simple, rules for navigating the current equity market.

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Covid-19

COVID 19: The trade-off between staying safe and getting back to work

15 May 2020

An economy in lockdown has significant effects for investors in real assets. In this data illustration, our real assets research team consider the benefit of businesses returning to their usual locations against the risks of doing so.

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Covid-19

Will COVID-19 prove a watershed for ESG?

14 May 2020

COVID-19 has thrown new light on the interdependencies in human and natural ecosystems, and the vulnerabilities of a closely networked world. Aviva Investors’ responsible investment specialists ask whether this will prove a turning point for environmental, social and governance issues.

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Covid-19

COVID-19: Do past recessions offer lessons for real estate investors?

7 May 2020

Although history offers no magical answers, it can serve as a useful guide in times of extreme uncertainty. Vivienne Bolla and Souad Cherfouh dig into the archives to better understand the effects of recessions on real estate.

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