All Developed Market articles – Page 11
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The owner-operator advantage
The first thing you notice about owner-operators, whether it’s a local restaurant owner or the head of a large corporation, is the passion they have for their business.
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Why “skin in the game” may mean “out of the index”
Are you underweighted in companies with owner-operator CEOs?
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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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Global Market Outlook for 2017
William Blair Economist Olga Bitel and Portfolio Manager Simon Fennell shared their perspectives on changes in the global marketplace.
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U.S. Election Cycle Ends With a Bang
With an early morning concession call to Donald Trump, Hillary Clinton brought to a close an election cycle unlike any in recent memory.
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Recent Macro Trends Should Persist in 2017
Portfolio Manager Ken McAtamney expects a number of recent macroeconomic and market trends to persist in 2017, including a modestly positive uptrend in inflation and a continuation of equity-market leadership.
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Investment Implications of the U.S. Elections
In this commentary, we use game theory to scrutinize the strategic interactions of the parties involved in the upcoming U.S. elections and analyze the investment implications of a win by either Hillary Clinton or Donald Trump.
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Mind the gap: Overcoming the cognitive barriers to saving for retirement
In this paper, Chris Wagstaff considers how reasonably simple behavioural interventions can be used by policymakers, regulators and the pensions community to improve saving decisions.
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[Summary] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
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[Full paper] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
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Global Market Update: Taking Stock After Brexit
Portfolio managers Simon Fennell and Casey Preyss provide a mid-year follow-up to our Global Market Outlook. Learn how we got where we are in 2016 and what we can expect for the remainder of the year.
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House 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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Taking Stock After Brexit
While global equity markets have rebounded after the Brexit vote, the medium- to long-term political and economic trajectory is uncertain, with many potential twists and turns.
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Basis Trade at Index Close (BTIC) Trading at Index Option Expirations
Most index options traders use index futures for hedging purposes.