Harsharan Mann, Global Equities Analyst at Aviva Investors, discusses the key consumer trends in the UK, US and China to keep an eye on in 2025 and beyond.
Jonathan Toub, Global Equities Portfolio Manager at Aviva Investors shares his key takeaways on the urgent need for private sector investment in natural capital to combat ecosystem degradation.
How a holistic approach to investment stewardship can enhance client outcomes
Joshua French, Global Equity Analyst at Aviva Investors, shares the main takeaways from his recent trip to a technology conference in California. Catch all episodes of our 90 Second Equities video series here.
On the 10th of September, property listing company Rightmove was subject to a £5.6bn bid from Rupert Murdoch’s REA Group. Kunal Kothari and Stuart Empson at Aviva Investors discuss what this tells us about the UK equity market and actively managed UK equity portfolios.
Resilience, persistence and AIMS Target Return
The US presidential election is being talked about everywhere at the moment and investors have started to pay attention to what Trump 2.0 might mean for markets. So what is the Trump Trade?
Semiconductors are an integral part of our modern world. Global Equity Analyst, Joshua French at Aviva Investors, discusses the need for them, whilst looking at the climate impact through the value chain.
From Jeff Bezos’ garage to the largest online retailer in the world, Amazon turns 30 this month. But it's not always been straightforward. Watch our latest episode, where we talk about Amazon and its evolution into a global phenomenon.
The European football finals are currently in full swing in Germany and, as usual, this is big business for corporate sponsorship. But did you know that this year one third of the sponsoring companies are Chinese? We discuss what's driving this.
Sustainable investing trade-offs
2024 was always billed as the year of elections but European markets got a shock over the weekend when President Macron called a snap election in France. In this week's episode we discuss the possible implications of these upcoming elections.
Peter Smith and Dean Cook take a look at how markets fared in May with global equities back on track and US and European stock markets hitting all-time highs.
How climate-focused credit investors can help drive real-world change
Emerging-market debt analyst Carmen Altenkirch reports back from the recent International Monetary Fund (IMF)/World Bank meetings in Washington.
Four themes reshaping the landscape for income investors
The outlook for real estate equity
April was a tough month for equity and bond markets. In this week’s episode Pavesh Sehmar and Sunil Krishnan discuss the reasons why.
In each new episode, our Multi-asset Investment Directors put the difficult questions to members of the Multi-asset team.
What rising US stock concentration means for equity investors