Content (220)
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White papersThe trade-off between staying safe and getting back to work
An economy in lockdown has significant effects for investors in real assets. In this data illustration, our real assets research team consider the benefit of businesses returning to their usual locations against the risks of doing so.
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Will COVID-19 prove a watershed for ESG?
COVID-19 has thrown new light on the interdependencies in human and natural ecosystems, and the vulnerabilities of a closely networked world. Aviva Investors’ responsible investment specialists ask whether this will prove a turning point for environmental, social and governance issues.
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The AIQ Podcast: Climate emergency
This latest episode of the AIQ Podcast goes back to basics on climate: we explore leading scientists’ understanding of how the world is changing, as well as the investment community’s response.
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COVID-19: Will credit markets remain open for business?
While concerns around credit market liquidity have been rising since the global financial crisis, the COVID-19 sell-off has highlighted how fragile liquidity can be during periods of real stress. Colin Purdie discusses the short- and long-term implications for investment grade and high yield credit globally.
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Aviva Investors and Lincoln Pensions DB De-Risking Webcast
DB pension schemes are slowly but surely heading towards their endgame. The uncertain cost of pensions continues to put pressure on sponsor companies, while trustees must adapt to ever-changing regulations and challenges.
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COVID-19: What will unprecedented policy response mean for economies and markets?
While global policymakers around the world have acted with unprecedented speed and force to the COVID-19 pandemic, their actions are unlikely to prevent the world falling into the deepest recession since World War II.
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Size matters: Will COVID-19 lead to a concentration of corporate power?
The fallout from the coronavirus pandemic could see large firms cement their dominance over weaker rivals. We examine the implications for investors.
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The impact of COVID-19 on global high yield
As an increasing number of companies battle the economic consequences of COVID-19, their ability to service bond payments is coming under intense scrutiny. In this Q&A, Sunita Kara considers whether current high-yield valuations adequately compensate investors for default risk and looks at the broader implications of the pandemic.
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House View, Q2 2020: Everything has changed
The intelligence that guides our investment decisions. No-one can predict the future perfectly. But our House View represents the best collective judgement of Aviva Investors on the current and future investment environment.
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Black swan or grey rhino: Should investors have seen COVID-19 coming?
The devastating coronavirus outbreak has prompted renewed discussion of “black swans”: rare, unexpected events that wreak havoc on markets and economies. But is COVID-19 really a black swan? And to what extent can investors ensure their portfolios are resilient to sudden shocks of this kind?
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RPI may be flawed, but changes shouldn’t cost pensioners and investors
With the start of the consultation for proposed changes to the measurement of inflation in the UK, we look at the likely impact to asset classes, the assets most affected, and the key issues investors should be aware of.
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COVID-19: This time is different?
While the COVID-19 pandemic may be unlike anything financial markets have experienced before, the past still offers valuable lessons for investors trying to make sense of the crisis, explains Euan Munro.
