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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

Emerging Markets Are Leading the Way in Fintech

Meeting the needs of a whole new customer base.

Charles Knudsen, Irmak Surenkok
T. Rowe Price,  August 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

Oil and Water? Energy and ESG during the Financial Crash

"Do weak oil prices explain the ESG outperformance, considering that many ESG strategies were underweight the energy sector? Being underweight in an underperforming sector clearly played a role, but not one big enough to explain the ESG outperformance."

David Czupryna, Head of ESG Client Portfolio Management
Candriam,  14 April 2020

Improving Corporate Disclosure on Environmental Issues

Real, long‐term influence demands a multilayered approach.

Maria Elena Drew, Director of Research, Responsible Investing; Donna Anderson, Head of Corporate Governance
T. Rowe Price,  Insights, 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

Oncology has made more progress over the past 15 years than it did during the whole of the 20th century. 

Candriam Equities L Oncology Impact celebrates its first year: time for a progress update

Candriam,  February 4th 2020
FR
En matière d’oncologie, on a fait davantage de progrès ces 15 dernières années que sur tout le 20e siècle !

Candriam Equities L Oncology Impact souffle sa première bougie, l’heure d’un premier bilan.prévention et ses conséquences.

Candriam,  4 Février 2020

Sugar-Coated Diets: The Hidden Costs of Sugar

"The cost to society is reaching an unbearable level – estimates suggest a full 1% to 2% of world GDP in health costs due to bad diets. The cost is both large, and at the moment, largely hidden."

Solange Le Jeune, Senior ESG Analyst; Wim Van Hyfte, PhD, Global Head of Responsible Investments & Research
Candriam,  May 2019

Real Assets Study

In search of resilience in an uncertain world

Aviva Investors,  October 2019
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