Aviva Investors

Multi-asset allocation views - A silver lining for gilts

Sotirios Nakos, Multi-Asset Portfolio Manager, and Alessandra Legnante, Business Development Manager discuss the key market themes over the past quarter, assess performance and provide an outlook for the next quarter.

What does the data say? Our monthly data-inspired series

Time for UK infrastructure to pick up pace

Bond yields have reached their highest levels in a decade. Yet the question still needs to be asked. In a world with higher inflation and a higher “risk-free” rate, do newly issued corporate and government bonds offer decent value?

Multi-strategy portfolios have come a long way in embedding ESG into the investment process, but there are gaps to fill, as Jennie Byun explains.

The interlinked nature of multiple global events – known as the polycrisis – can create challenges and opportunities for investors. 

What does the data say? Our monthly data-inspired series

Staying humble in a world of rising risk

Fiscal intervention is, again, a vital part of the government policy toolkit, supporting plans to boost domestic industries and fight climate change. But while well-intended, such measures will add to already elevated debt levels, with significant implications for investors, as Michael Grady explains.

Sunil Krishnan looks back at 2022, and outlines what multi-asset investors should look out for in 2023.

Navigating UK equities in 2023

Central banks will find it far harder to eradicate inflation than markets anticipate and will be in no hurry to ease off on rate hikes, argues Ian Pizer.

Despite experiencing a backlash in 2022, it’s worth remembering why integrating ESG is so vital to a robust investment process, explains Shane O’Brien.

Building robust multi-asset portfolios is not a game of chance. We explain how expertise is a key pillar of our MAF Core range. 

In a world of high inflation and rising borrowing costs, every penny counts. We understand this, which is why value for money is the key pillar of the Aviva Investors Multi-asset Core Fund range.

In our video, Senior Investment Director Andy Ford, speaks to Global Responsible Investment Senior Manager Jess Foulds, asking; what are the FCA hoping to achieve? What do advisers need to do in response to the consultation? And, where will the FCA turn their attention to next?

Beijing’s ideological battle to stamp out COVID-19 appears increasingly misguided as the rest of the world learns to live with the virus. But the impact of China’s approach will be felt far beyond its borders.