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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

How certain are we of the market trajectory in the second half of 2020?

"The time has now come to assess the speed at which our economies can recover, but also to understand the more structural changes that took place within them."

Nadège Dufossé, Head of Asset Allocation
Candriam,  27 July 2020

LIBOR Is Changing: Five Important Updates

T. Rowe Price’s working group explains the LIBOR transition.

Jeff DeVack, Mike McGonigle, Predrag Rogic, Doug Spratley
T. Rowe Price,  July 2020

Managing to the Other Side

Four themes driving our Midyear Market Outlook.

Robert W. Sharps, Head of Investments; Justin Thomson, Chief Investment Officer, International Equities; Mark J. Vaselkiv, Chief Investment Officer, F
T. Rowe Price,  June 2020

Cross Asset Investment Strategy

The great market detachment from reality

Pascal Blanqué,  Vincent Mortier,  Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO

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

Rebalancing Through Market Drawdowns

A prudent approach can be critical when markets are stressed.

Christina Moore, Multi-Asset Solutions Associate Strategist, Som Priestley, Multi-Asset Solutions Strategist
T. Rowe Price,  May 2020

Cross Asset Investment Strategy

The aftershocks of the Covid-19 earthquake

Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO
Articles: 1-10 / 17
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