Aviva Investors

The Aviva global equities team discuss the main direct and indirect consequences of the Ukraine-Russia crisis for stocks.

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

As the world continues to grapple with the health implications of COVID-19, unintended consequences were inevitable. In this data-led story, we look at the effect the pandemic has had on global plastic wastage and what policymakers can do to tackle the issue.

Technology firms are often favoured by ESG funds because of their ostensibly clean, asset-light business models. But investors need to look deeper and challenge unethical and unsustainable practices across the industry, argue Louise Piffaut and Charles Devereux.

Direct-to-consumer, data and the behavioural economy 

Regulatory authorities around the world are targeting the big US tech giants. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold and influence on numerous economic sectors will be hard to loosen.

We recently published our House View Q3 2021. Michael Grady (MG), Head of Investment Strategy and Chief Economist and Fabio Faltoni (FF), Multi-asset & Macro Investment Director discuss our latest economic outlook and its implications for global investment markets.

A strong economic recovery and continued reflationary bias from the Federal Reserve could push long-dated yields higher on US Treasuries, says Sunil Krishnan.

Investor power was a critical factor behind BP setting one of the most ambitious climate strategies of any oil major.

While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.

In 2019, some of the world’s biggest companies pledged to look beyond short-term shareholder value and protect the interests of all stakeholders. The coronavirus pandemic has put these commitments to the test, says Mirza Baig.

To gain an accurate picture of a company’s long-term prospects, investors must pay close attention to the details, says Giles Parkinson.

In these data visualisations, we look at whether COVID-19 will achieve something that millions spent on public health campaigning has failed to do.

When it comes to ESG, we demand a lot of the companies we invest in. But to have credibility with clients, we need to hold ourselves to even higher standards.

The early part of a year gives investors an opportunity to take stock. Sunil Krishnan reflects on how the current environment is shaping our views for multi-asset portfolios.

Should I stay or should I go? The multi-asset move from peer-group benchmarks to volatility targets

In the latest article in our regular series on how ESG considerations are integrated into our multi-asset investment process, Jerome Nunan explains how an investment in a US rail company supports the transition to a low-carbon economy.

There’s a transformation happening in financial markets and people’s mindsets, as we transition away from fossil fuels in favour of clean renewable energy sources, writes Thomas Stokes.