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Aviva Investors

Aviva Investors

With €391bn assets under management across fixed income, equities, real assets and multi-assets spanning 14 countries, our clients can benefit not just from our significant local knowledge and experience, but also from the extensive global investment resources at our disposal.

Stockerstrasse 38
8002 Zürich
Investment Research

Fibre broadband: The need for speed

Lockdown measures imposed during the COVID-19 pandemic have highlighted the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with European economies transitioning from copper to faster fibre broadband networks.

Tim Perry
Aviva Investors,  9 September 2020

House View Q3 2020

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.

AIQ Editorial Team
Aviva Investors,  July 2020

Inflation hawks: crying wolf

Twelve years on from the financial crisis, inflation hawks are back. They were proved wrong then, but could this time be different? In part three of our mini-series on the source of the next crisis, we explore the extent to which inflation poses a risk to the global economy and financial stability.

AIQ Editorial Team
Aviva Investors,  21 July 2020

The CX Factor

Amid the coronavirus lockdown, asset managers are finding new ways to communicate with their clients remotely. The industry has much to learn from tech and e-commerce companies that deliver top-class client experience from a distance.

Aviva Investors,  30 June 2020

COVID-19 and data infrastructure: Will demand translate into profit?

During the initial outbreak of COVID-19, we published a report on the underlying long-term trends supporting data infrastructure. Since then, much about the world as we knew it has changed.

Laurence Monnier
Aviva Investors,  18 June 2020

Compare and contrast: COVID-19 and the Global Financial Crisis

Is there a lesson to be drawn from history? No two crises are the same but useful insights can be gleaned from comparisons, as Jerome Nunan explains.

Jerome Nunan, Investment Director, Multi-Asset
Aviva Investors,  28 May 2020

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, Chief Investment Officer, Credit
Aviva Investors,  01 May 2020

COVID-19 and a brief history of emerging market debt drawdowns

The scale and speed of COVID-19’s impact on global financial markets has caused emerging market debt returns to decline at a pace not seen since the global financial crisis. However, history suggests the recovery of the asset class may also turn out to be quick.

Barney Goodchild, Investment Specialist
Aviva Investors,  02 April 2020

The implications of COVID-19 for real assets

The human cost of COVID-19 is likely to rise significantly, along with its impact on economies and financial markets as nations enact measures to contain its spread. We summarise recent developments and what they might mean for European real assets markets.

Chris Urwin, Director of Research, Real Assets
Aviva Investors,  19 March 2020

Are investors too complacent about the coronavirus?

In the latest of our editorial series, Link, AIQ brings members of Aviva Investors’ investment strategy, equity and debt teams together to discuss the prospects for financial markets and the world economy in the face of the coronavirus epidemic.

AIQ Editorial Team
Aviva Investors,  21 February 2020

Intangible infrastructure: Storing and transmitting data

The emergence of data infrastructure was a defining theme in the last decade. As the sector matures, Laurence Monnier explains why further expansion, consolidation and the development of a secondary market are likely.

Laurence Monnier, Head of Strategy and Research, Alternative Income
Aviva Investors,  04 February 2020

Multi-asset allocation views: The pros and cons of higher-yielding fixed income

Sunil Krishnan asks whether higher-yielding fixed income assets remain good diversifiers for multi-asset portfolios in the current environment.

Sunil Krishnan, Head of Multi-asset Funds
Aviva Investors,  16 January 2020

Shedding the Home-Country Bias:

Why Going Global Makes Sense for High Yield Investors

Brent Finck, CFA, Senior Portfolio Manager
Aviva Investors,  December 2019

In search of a free lunch

Correlations between groups of assets and within individual asset classes have changed in unexpected ways thanks to a decade of easy monetary policy. Our portfolio managers tell us what impact this has had on the way they manage money.

Aviva Investors,  Insight, 5 November 2019

Real Assets Study

In search of resilience in an uncertain world

Aviva Investors,  October 2019

Mind over matter: How we react to an inverted yield curve is more important than the inversion itself

Determining whether an inverted yield curve signals a US or global recession continues to focus the minds of investors in 2019. Mark Robertson explains why our actions will matter more in determining whether a recession is on the horizon than what can be a misleading indicator.

Mark Robertson
Aviva Investors,  30 September 2019

Substance over style?

Why an agnostic approach beats equity style biases.

David Cumming
Aviva Investors,  30 September 2019