All Commentary articles – Page 167
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Cross Asset Investment Strategy: March 2017
This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.
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Spheres of influence: the return of history?
As the US, Russia and China reposition themselves on the world stage, Cold War-style spheres of influence are coming to define the new global order.
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Economic Insights: February 2017
Recession; it follows an expansion as the economy encounters constraints, inflation rises, and the Fed hikes interest rates. A recovery follows a recession and begins a new era of better growth, mild inflation, and stock market gains.
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Behavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you?
Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.
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Amundi Outlook 2017
As we enter 2017, we would like to take a step back and reflect on the evolution on the macro-financial system in which we operate.
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Cross Asset Investment Strategy: February 2017
The rise in long-term interest rates raises a crucial question: is it a change in regime, a change in level, or a correction within a band of fluctuation that will remain low? The purpose of this article is to answer this question.
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Our Convictions: February 2017
The election of D. Trump to the presidency of the United States had several major consequences on the financial markets
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Human rights and businesses: how can one assess the corporate responsibility to protect human rights?
Three tensions between society and the individual are at the origin of human rights: the individual’s desire to preserve his freedom, the search for equality, and the quest for brotherhood. After the second world war, the United Nations translated these rights into international texts.
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Harnessing the data science revolution
The process of collecting and analysing data has undergone a revolution. No longer is it sufficient for active investors to tease investible insights from familiar information like trading figures, market shares and economic updates.
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House View: Q1 2017
The Aviva Investors House View document is a quarterly publication which encapsulates the thinking of our investment professionals across asset classes.
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Cross Asset: 2017 and beyond
In an ultra-low or even negative interest rate environment, maintaining an overweight stance in emerging market assets (equities, debt and currencies), in credit (vs. government bonds) still makes sense, while continuing our search for yield and spreads.
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Welcome 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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House View: Q4 2016
Aviva Investors expects the global economy to move in a more reflationary direction
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Endocrine 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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UK 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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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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Brexit: Impact on UK Property
The UK public voted to leave the European Union on 23rd June, to the surprise of pollsters and economists.