Latest economic research thinking
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US election 2024: Some initial thoughts from our fund managers
6 Nov 2024
Aviva Investors fund managers Edward Hutchings, Liam Spillane and Max Burns offer their initial thoughts on what the US election means for financial markets.
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Striking a balance: Key themes from the first eight months of 2024 AGMs
21 Oct 2024
Annual general meetings (AGMs) are an opportunity for responsible investors to share their priorities with companies and express their views on key elements of strategy and governance. Our Stewardship team reviews our 2024 AGM engagement and voting activity.
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Navigating nature: Opportunities for the investor of tomorrow
16 Oct 2024
Our society, economies and financial systems are embedded in nature, not external to it. This paper sets out the actions we are taking to understand nature-related risks and opportunities to deliver outcomes that meet our clients’ needs, and to support nature-related global goals.
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Only connect: How a holistic approach to investment stewardship can enhance client outcomes
27 Sep 2024
From direct investments and engagement with companies to dialogue with governments and regulators, we believe stewardship efforts can deliver better outcomes for clients.
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Survival of the fittest: Resilience, persistence and AIMS Target Return
7 Aug 2024
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.
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Boosting low-carbon investment in the UK: A Policy Roadmap
16 Jul 2024
Our in-depth Roadmap for the UK’s journey towards a low-carbon economy contains policy recommendations to unlock private investment in the transition.
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Blueprints for a greener economy: Creating a transition planning ecosystem
25 Jun 2024
National transition plans can give investors support, confidence and direction to accelerate the flow of finance to bring about a low-carbon economy. As such, they should be seen as a strategic opportunity.
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Nothing to fear: Sustainable investing trade-offs
19 Jun 2024
Sustainable investing, and the supposed trade-offs involved, have been a topic of heated debate. But trade-offs are a fundamental part of all types of investment; the key is to be clear about your objectives, as Mirza Baig explains.
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The tipping point for climate finance: Making financial flows consistent with the Paris Agreement
29 Nov 2023
Transition plans, including from governments in response to the Global Stocktake, will be crucial to bring about the shift to a low-emissions, climate-resilient world. Markets need clear implementation signals to align capital with the goals of the Paris Agreement. Our in-depth report calls for the creation of a transition-plan ecosystem connecting all levels of the global economy.
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Fairness, climate action and nature protection: Our key takeaways from AGM season
18 Oct 2023
Investing to create a more sustainable, stable and prosperous world should be a core part of the purpose of any responsible asset manager. Louise Piffaut reviews our recent engagement activity designed to hold investee companies to account.
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China versus the West:The ongoing rise of economic nationalism
2 Oct 2023
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.
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Disability inclusion in the workplace: Taking down the barriers
28 Sep 2023
Disabled employees continue to face a variety of hurdles to cope with in addition to their day job. We look at how employers can help remove those barriers to allow everyone to thrive.
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