As the spread of COVID-19 and government response continue to evolve, we analyse recent developments and how they could affect European real estate.
As COVID-19 sweeps across the world, a contraction in global growth is causing an adverse short-term reaction to the economy and financial markets. While the extent of contagion from public markets to private debt remains unclear, transactions with strong downside protection should remain more resilient through the crisis, explains Nikhil Chandra.
In early February, with financial markets oblivious to medical experts’ warnings about the dangers posed by the coronavirus, Ian Pizer of Aviva Investors’ investment strategy team began to look into the medical research to learn more about the potential outcomes and the implications for the global economy and markets. What he discovered raises questions about financial market participants’ ability to react to issues they don’t fully understand.
With governments urged to do more to tackle climate change, carbon taxes are being touted as a politically expedient solution.
The latest episode of The AIQ Podcast explores the psychology of climate change and how to engage individuals in the quest for solutions.
More than 40 years since a senior NASA scientist told US Congress of concerns about human activities disrupting the climate, experts are warning of an impending climate catastrophe and the financial sector is wrestling with the implications.
Economic development is at a crossroads for emerging markets, and the road ahead will need to be paved with environmental, social and governance considerations.
The results of the recent European elections, in which Green politicians made a surprisingly strong showing, were just the latest indication that Europeans’ attitudes to environmental issues are shifting.
We speak to the political scientist about the long-term themes affecting emerging markets, from the trade war to technological automation to climate change.
Retiring at 60 is a relatively new concept, and possibly a short-lived one in our history. As populations age – and age better – people are looking at a host of ways to stay in work and sustain their retirement income. We present five charts that sum up the changing landscape.
With valuations at multi-year lows and the UK out of favour with global investors, what’s the right approach for a UK equity income manager? Chris Murphy, manager of the Aviva Investors UK Equity Income Fund, says there are some rich pickings amid the volatility.
Key elements of success are admitting to errors, sharing information and asking the right questions. After 10 years at the helm of the UK Equity Income Fund, Chris Murphy shares his lessons learned.
With robust tools and guides, investors can improve their chances of reaching their desired financial destination rather than taking a wrong turn.
The idea that in one’s sixties it might be time to step out of work and retire into a life of leisure is relatively recent. But with more people living longer, expectations of retirement are being reshaped.
The received wisdom on the euro zone is that it needs to become more tightly integrated to survive. To ensure the resilience of the monetary union, fiscal transfers to peripheral economies and risk-sharing via the mutual issuance of Eurobonds are necessary and perhaps inevitable. Princeton economist Ashoka Mody takes a different view.
Central bank independence is widely regarded as a prerequisite for successful monetary policy. However, with economies having struggled over the past decade and inflation no longer seen as a problem, that view is being contested, argues Stewart Robertson, chief economist at Aviva Investors.
Greenback’s role as a haven is threatened by US debt load and cyclical shortcomings. Much of the sentiment around the recent path of the US dollar has been justifiably bullish. Sweeping corporate tax cuts, the US Federal Reserve’s diverging monetary policy against the rest of the developed world and positive economic fundamentals helped power its rise in 2018.
As breakthroughs in nutritional science challenge assumptions that have driven global food producers to create products loaded with salt, sugar and hydrogenated fat, the industry looks ripe for disruption.
The issues related to antimicrobial resistance and spread of drug-resistant ‘superbugs’ pose serious risks to public health and business landscape. We have engaged with our investees to discuss their strategy on antibiotic resistance.
Does investing responsibly mean sacrificing returns? Such a seemingly simple and innocuous question can cause all manner of confusion.