Les tendances mondiales qui influencent les marchés financiers
In this series of videos, senior economists and fund managers from across Aviva Investors’ global investment team discuss the key themes we anticipate will exert a critical influence over financial markets for the foreseeable future.
Episode 3
Watch Helen Driver, Michael Grady and Tom Wells discuss why we believe the turning point for global monetary policy is in sight and why market outcomes will be increasingly determined by fundamental factors.

Helen is responsible for managing the Global Equity component of the AIMS Target Income fund.
Head of Global Equities

Michael is responsible for monitoring and analysing macroeconomic data, markets and policy developments across a range of countries. His analysis forms a key input into the investment process across the business. Alongside that, he takes a leading role in investment strategy for our AIMS range of funds.
Senior Economist & Strategist

Thomas is a lead multi-asset fund manager at Aviva Investors. He co-manages the Aviva Investors Multi-asset Fund and Multi-manager ranges. He also co-manages the RBS EMS range.
Fund Manager, Multi-assets
Previous episodes
Épisode 2
Helen Driver, Stewart Robertson, James Mc Alevey et Peter Fitzgerald évoquent la géopolitique, les montées nationalistes, la victoire de la reflation sur la déflation et le passage de l'austérité à la relance budgétaire.

La Réserve fédérale américaine aurait-elle pris du retard ?
Le marché sous-estime le risque que la Fed resserre les taux plus vite que prévu, met en garde Michael Grady, économiste sénior et stratégiste chez Aviva Investors.

Q3 2017 House View – The return of fundamentals
How will the retreat of central banks and the return of fundamentals as a driver of global markets impact investment decisions in the next quarter?

L’immobilier européen tient bon face aux turbulences économiques
L'immobilier européen continue de générer de la valeur relativement intéressante malgré un contexte de risque politique accru et d'inflation galopante, analyse Monika Sujkowska, Analyste au sein du département Recherche et Stratégie d’Investissement en Immobilier d’Aviva Investors.