House View Q2 2025

The investor fear gauge, otherwise known as the VIX Index, hit a four-week low as markets have now bounced back from their April nadir.

In May, our EMD team discusses the most effective way to manage fixed income through episodes of heightened uncertainty.

Risk assets bounced back this week following increased hopes of a further de-escalation in the trade war and a positive earnings cycle.

Designed to support our holistic stewardship approach, Aviva Investors adopted its Climate Stewardship 2030 programme (CS30) in 2024.

Decarbonising power is essential to provide affordable, clean energy and deliver net zero ambitions. It also brings significant investment opportunities. We convened a range of industry experts to discuss the barriers and how to overcome them.

Risk assets bounced back this week following increased hopes of a further de-escalation in the trade war and an easing in fears surrounding the independence of the US Federal Reserve.

Welcome to Bitesize, our new monthly data-viz series where we unpack market developments in a single chart (or two), giving you sharp insights in under five minutes. This month, we look at the impact of President Trump’s latest tariffs—and how diversification can help investors stay resilient when markets wobble.

Following recent market turmoil, which saw the VIX (volatility) index reach one of its highest points this century, we saw a stabilisation in risk assets this week. 

Advances in data analytics and AI-driven insights are changing the landscape in fixed income investing, and the pace of change in innovation and technological adoption is remarkable.

As tariff turbulence continues, we round-up what's happened in markets this week and how we are positioning portfolios.

This month, our fixed income teams discuss the drivers behind emerging and developed market convergence, what the US hybrid boom has in store, the continued popularity of money-market funds, and the ups and downs of high yield. 

In the second of our global equity sector hub discussions, Josep Bori, technology sector hub lead, explains where the team is finding its strongest investment convictions in artificial intelligence and beyond.

Vasileios Gkionakis, senior economist and strategist at Aviva Investors, gives his initial reaction to the UK spring budget, outlining what it might mean for UK financial markets and sterling.

As AGM season gets under way, we look at the key trends that will shape resolutions and lay out our guiding principles for voting.

This month, our fixed income teams discuss the boom in hybrid issuance and weigh up the risks and opportunities of potential tariffs, interest rate moves and fiscal dynamics.

In this article, we explain key concepts of bond investing, such as yield and duration, explore the role of bonds in investment portfolios and look at the current state of the bond markets.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has completed the forward funding of 133 homes in Wixams, Bedfordshire, under its partnership with Packaged Living, a leading sustainable living specialist in the UK.   

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has made an €11.4 million investment with Lakestar, a leading European venture & growth capital firm specialising in technology.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has completed a significant letting agreement at its flagship One Liverpool Street development in the City of London, with global real estate adviser Knight Frank.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has completed an investment to finance the construction of two new campus developments at Cardiff and Vale College.

(London) – Aviva Investors, Aviva Investors, the global asset management business of Aviva plc, announces it has completed the forward funding of 189 new single-family homes in Houghton Regis, Bedfordshire, as part of its partnership with Packaged Living (‘Packaged’), the UK’s leading sustainable living specialist.

(London) – Aviva Investors, Aviva Investors, the global asset management business, announces it has agreed to forward fund the development of a brand new logistics centre in north-west France, as it continues to build out its European real estate strategy.

(London) – Aviva Investors, the global asset management business of Aviva plc (‘Aviva’), announces a £15 million investment with Oxford Science Enterprises (‘OSE’), an independent billion-pound investment company that finds, funds, and builds transformational science and technology companies – across Life Sciences, Health Tech and Deep Tech – from Oxford’s world-leading research.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces its newly-launched Multi-Sector Private Debt LTAF (‘MSPD LTAF’) has completed a £40.3 million debt facility with Brydell Partners, a private UK real estate investment firm focused on transforming and repositioning projects that can drive value.

(London) – Aviva Investors, the global asset management business of Aviva plc (‘Aviva’), announces it has made a £15 million investment with Cambridge Innovation Capital (‘CIC’), a leading venture capital firm which specialises in early-stage life sciences and deep tech companies in Cambridge. 

(London) – Almost three-quarters (73 per cent) of global institutional investors expect Private Markets investments to outperform Public Markets over the next five years, according to the seventh Private Markets Study published by Aviva Investors.

(London) – Aviva Investors, the asset manager of the Aviva Group (‘Aviva’) has appointed Duane Green as CEO, Canada (subject to regulatory approval) and Head of Americas Distribution. He will be based in Toronto and will report to Jill Barber, Chief Distribution Officer, at Aviva Investors. In this new role, Duane will be lead the Distribution team based in Canada and be responsible for all business development and client relationships across the region.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has launched a Venture and Growth Capital fund which aims to give investors better access to early-stage companies and technologies.

(London) Aviva Investors, the global asset management business of (London) Aviva Investors, the global asset management business of Aviva PLC (‘Aviva’), has announced the appointment of Fabrice Pellous as co-Head of Global High Yield. 

(London) –Aviva Investors, the global asset management business of Aviva plc, announces it has completed a €40 million investment into Connected Infrastructure Capital GmbH (‘CIC’), a German-based developer of renewable energies.

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has completed an additional investment into Innovo Renewables (‘Innovo’), an Italian-based company which develops, constructs and manages renewable energy projects across Italy, the UK and Spain. 

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has appointed Heather Brown as Head of EMEA Institutional Client Relationship Management.