Multi-asset & multi-strategy solutions

Our investment experts unpick the investment implications of a month in which political developments dominated markets. They assess what it all means for multi-asset portfolios and what might lie ahead.

Our investment experts highlight the key events in October – bond market underperformance, equity market volatility and the UK Budget – discuss their impact on multi-asset portfolios and share what investors might expect in the coming months.

Our investment experts highlight the key events of the third quarter – market volatility, interest rate cuts and China’s new stimulus package – discuss their impact on multi-asset portfolios MAF Core and MAF Plus and share what investors might expect in the coming months.

Our multi-asset investment experts review August’s markets and the impact they have on multi-asset portfolios, as well as what investors can expect going forward.

The weight of US equities in global markets, a turbulent period for bonds and the impact of environmental, social and governance (ESG) factors on performance are three key issues on investors’ minds. In this article, Aviva Investors’ Shane O’Brien discusses what they mean for multi-asset investors.

The desire to stay close to home is understandable. Home represents security, reassurance, the comfort of the familiar. 

David and Goliath; the tortoise and the hare; Wimbledon FC beating the all-conquering Liverpool in the 1988 FA Cup Final. From fiction to real life, everyone loves an underdog story, but there’s a reason for that; they are the exception, not the rule. 

Peter Fitzgerald and Michael Grady make the case for including liquid alternatives within a broad multi-asset allocation in an environment where interest rates stay “higher for longer”.

Our MAF Core range is designed to appeal to a broad range of investors. Shane O’Brien introduces five client types who may find MAF Core an attractive addition to their portfolios. 

The new macro environment poses significant challenges for investors. Our AIMS Target Return team explain why a less conventional approach can help unlock return opportunities and maintain portfolio resilience.

Volatility returned to markets in the third quarter of the year. While the short-term drivers are not unduly worrying, Sunil Krishnan argues multi-asset investors will need to be watchful over the medium term.

Reflation – another word for increasing economic activity, with an undertone that inflation isn't consistently falling – has been the dominant theme for investors so far in 2024. Sunil Krishnan explores how it is affecting bonds, equities and commodities.

Issues around US tech, China, US Treasuries and Japanese monetary policy have hit the headlines in recent weeks. Sunil Krishnan explains how taking a long-term view can help multi-asset investors cut through the noise.

UK gilts have underperformed other government bonds over the last year. Sunil Krishnan explains why the worst may be over.

With economies getting stronger and interest rates nearing their peak, the environment looks supportive for equity and bond markets, but emerging markets face challenges. Sunil Krishnan assesses the implications for multi-asset investors.

Recent concerns over the banking sector seem to have eased, but have raised uncertainties around the availability of credit and the path of interest rates. Sunil Krishnan assesses the consequences for multi-asset investors.

Political risk has returned with a vengeance in 2022. Sunil Krishnan discusses what this means for multi-asset portfolios.

Inflation has direct and indirect consequences for financial markets. Sunil Krishnan reflects on how multi-asset investors can mitigate them and find areas of resilience.

With high levels of inflation persisting around the world, central banks must tighten policy without hurting consumer demand and economic growth. This will be more difficult for some central banks than others, says Sunil Krishnan.

Bond markets are jumpy once again following recent political developments. Rising deficits and renewed inflation risk mean bond market volatility, and with it the search for alternative sources of portfolio diversification, looks to be here to stay.

Retirement today looks quite different from previous generations. With longer life expectancy, fluctuating market conditions and higher costs of living, planning for it has become increasingly complex. In this article, we explore five reasons why financial advisers should rethink retirement to help clients secure their financial future.

A growing number of investors are turning to alternatives to boost portfolio diversification, with the events of 2022 still fresh in their mind. In this article we look at why increased uncertainty over the future path of the stock-bond correlation, means this trend may persist.

Volatility returned to markets in the third quarter of the year. While the short-term drivers are not unduly worrying, Sunil Krishnan argues multi-asset investors will need to be watchful over the medium term.

When market conditions change, solid foundations are paramount for multi-asset funds. Strategic asset allocation, diversification and risk management are key building blocks to help deliver consistent returns.

Investing on behalf of your children can be a great way to give them a head start in life. But in an uncertain market environment, and with myriad investment options out there, it can be difficult to know where to start. In this article, Dominique Ellis, CFA, offers some key pointers.

Aviva Investors’ Multi-Strategy Target Return managers talk about why their strategy has survived where others have failed, the lessons they have learned and why enhancements to their investment process in 2018 have been paying dividends.

David Hedalen and Jonathan Bayfield from our real assets research team highlight data that shows real estate markets in the UK and Europe may be on the brink of an important shift.

Reflation – another word for increasing economic activity, with an undertone that inflation isn't consistently falling – has been the dominant theme for investors so far in 2024. Sunil Krishnan explores how it is affecting bonds, equities and commodities.

Soaring technology share prices have driven US stock market concentration to unprecedented levels and pushed the US market to a record premium relative to other markets. While both trends could persist, investors need to be aware of the implications, argues Joao Toniato.

The managers of the AIMS Target Return strategy explain why equities look to be a better option than bonds given growing expectations the US central bank has engineered a “soft landing”.

Sunil Krishnan highlights the key themes for multi-asset investors to monitor in 2024.

The managers of the AIMS Target Return strategy explain why the prospects for a range of asset classes suddenly look much brighter.

The US and China continue to trade blows as each side looks to limit the other’s access to vital products. With industrial policies also making a comeback, companies are having to navigate a rapidly changing business environment. We look at the key implications for investors.  

Financial markets have hit the headlines several times in recent weeks. Sunil Krishnan explains how taking a long-term view can help multi-asset investors cut through the noise.

Issues around US tech, China, US Treasuries and Japanese monetary policy have hit the headlines in recent weeks. Sunil Krishnan explains how taking a long-term view can help multi-asset investors cut through the noise.