All Commentary articles – Page 160
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White papersWelcome to AIQ
A new publication that brings together the collective insight of Aviva Investors’ teams from across the globe on some of the key themes influencing investment markets.
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White papersHouse View: Q4 2016
Aviva Investors expects the global economy to move in a more reflationary direction
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White papersEndocrine disruptors in ESG analysis
Endocrine disruptors, the definition of which has not yet been ratified within the European Union, are chemicals that may affect the normal functioning of the endocrine glands to which humans may be exposed through different channels (WHO, 2012).
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White papersUK Real Estate Outlook
One month after the referendum vote to leave the EU, the UK real estate market is adapting to the result.
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White papers
UK Real Estate Outlook: 2H16
Expectations for UK economic growth underwent some fairly significant downward revisions prior to the EU Referendum, and these have now been revised downwards again, although we do not envision the UK entering a recession as the main scenario.
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Eurozone Real Estate Outlook: 2H16
The slowdown in China and other emerging markets viewed in conjunction with the uncertainties surrounding Brexit, has led to a downward revision of economic growth prospects in the eurozone.
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APAC Market Outlook: 2H16
Investment opportunities and strategies linked to broad structural shifts across the APAC region likely to outperform.
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UK real estate outlook: Risks and opportunities emerge after Brexit
We expect the ‘Brexit’ vote to have a lasting impact on the UK real estate market. We have downgraded our forecasts for total returns on domestic property from 5.1 per cent per annum to 4.3 per cent over the next five years.
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White papers
Brexit: Impact on UK Property
The UK public voted to leave the European Union on 23rd June, to the surprise of pollsters and economists.
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Economic and Property Market Overview: Q2 2016
The UK public voted to leave the European Union on 23rd June, to the surprise of pollsters and economists. The margin was tight at 4%, although in absolute terms this represented a 1.25 million difference in votes between the leave and remain camp.
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White papers
European Real Estate Summary: Edition 3 2016
The potential consequences of the Brexit vote have dominated economic commentary in the aftermath of the historic decision. It is too early to assess the full implications for both the UK and Europe, although economic commentators unanimously expect that there will be negative short-term impacts on growth stemming from heightened uncertainty.
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The implications of Brexit for European Real Estate
The narrow victory for the ‘Leave’ campaign creates uncertainty, which is likely to dampen economic growth and create volatility in markets in the short term.
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White papersHouse View: Q3 2016
The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams.
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White papersPerspectives: Brexit and its implications for UK real estate
An analysis of which segments of the UK real estate market may face the greatest short-term challenges, and of the long-term investment opportunities which may arise from any volatility.
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European Real Estate Quarterly: Q1 2016
Towards the end of 2015 and into Q1 2016 there have been an increasing number of commentators speculating that the world economy is on the cusp of a new recession, triggered by slowing emerging market economies.
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White papers
UK real estate market commentary - June 2016
We expect the political uncertainty in the UK post-EU referendum to ease further to the appointment of Theresa May as Prime Minister on July 13.
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White papers
Brexit: impact on European real estate
European real estate prospects remain encouraging, despite heightened political risk and more uncertainty, says Monika Sujkowska.
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White papersBrexit: Panel Discussion
Mark Burgess, Chief Investment Officer, EMEA, and Global Head of Equities, discusses the short and medium-term impacts of the UK referendum vote to Leave the European Union.
