Latest equities thinking
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Slow and steady wins the race: The importance of diversification and dividends in uncertain markets
25 Jun 2025
Global equity income fund manager Richard Saldanha explains why it’s time to be the tortoise, not the hare, when approaching today’s evolving and volatile market.
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Uncertainty and the correlation conundrum: Why it’s time to look at liquid alternatives in a new light
23 Jun 2025
The current macro environment poses significant challenges for investors. Our AIMS Target Return team explain why a less conventional approach can help maintain portfolio resilience and unlock return opportunities.
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Decarbonising agriculture: Unlocking investment in sustainable land use
17 Jun 2025
Agriculture is integral to reaching net-zero emissions and reversing nature loss. Its transition also presents huge investment opportunities. We held a roundtable of experts to discuss challenges and solutions.
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AI and beyond: Opportunities amid tech turbulence
3 Apr 2025
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.
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2025 voting trends: Four themes to watch
17 Mar 2025
As AGM season gets under way, we look at the key trends that will shape resolutions and lay out our guiding principles for voting.
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Mix and match: The questions and charts that matter to multi-asset investors
24 Feb 2025
Are global equities as diversified as they seem? Can bonds offer reliable protection? Do alternatives enhance the risk-return profile? In this article, we examine these questions and what they mean for investors navigating today’s complex market.
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What’s next for nature? Key takeaways from Biodiversity COP16
11 Dec 2024
Following our participation at COP16, the 16th meeting of the Conference of the Parties to the UN Convention on Biological Diversity, we reflect on the key themes that emerged, outstanding challenges, and what this all means for investors.
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Spend and save: Three key trends shaping the consumer sector
4 Dec 2024
Our regular sector hub discussions delve into the trends shaping global equity markets. In this article, Harsharan Mann, consumer sector hub lead, explains what investors should look out for in the sector.
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US election 2024: Some initial thoughts from our fund managers
6 Nov 2024
Aviva Investors fund managers Edward Hutchings, Liam Spillane and Max Burns offer their initial thoughts on what the US election means for financial markets.
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Rethinking retirement: Five trends redefining financial advisers’ retirement planning
31 Oct 2024
Retirement today looks quite different from previous generations. With longer life expectancy, fluctuating market conditions and higher costs of living, planning for it has become increasingly complex. In this article, we explore five reasons why financial advisers should rethink retirement to help clients secure their financial future.
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Multi-asset allocation views: Where next for markets after the summer storms?
9 Oct 2024
Volatility returned to markets in the third quarter of the year. While the short-term drivers are not unduly worrying, Sunil Krishnan argues multi-asset investors will need to be watchful over the medium term.
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Equity income megatrends: Four themes reshaping the landscape for income investors
9 May 2024
In this article, we look at four megatrends that are likely to transform companies and markets over the coming years, and how they might create opportunities for equity investors.
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