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US Election: A defining moment for markets?

Michael Grady - 26 OCT 2016

With the political and economic ideologies of the Republican and Democratic candidates worlds apart, November’s US presidential election is the most significant in generations, argues Michael Grady.


House view Q4 2016

- 11 OCT 2016

Aviva Investors expects the global economy to move in a more reflationary direction.


View from the Floor: Geopolitical Risk: Big, bad and here to stay

- 26 SEP 2016

In the latest View from the Floor podcast, Nick Samouilhan, Peter Fitzgerald, Trevor Leydon and Stewart Robertson discuss the impact of geopolitical risk on global financial markets.


Brexit and the bond markets

Chris Higham - 05 AUG 2016

As the dust settles on the EU referendum, Chris Higham and James Vokins consider the short-term and more lasting implications of the UK's vote to leave on the bond markets.


Will the Bank of England's 'Super Thursday' stimulus lift the Brexit gloom?

Stewart Robertson - 05 AUG 2016

As the Bank of England announces an historic interest-rate cut and a new quantitative easing programme, Stewart Robertson discusses the potential impact on the UK economy.


Emerging market debt in the spotlight as hunt for yield intensifies.

Aaron Grehan - 02 AUG 2016

With core bond yields heading even lower, many investors are turning to both hard and local currency emerging market debt in their search for yields, says Aaron Grehan.