Bond Voyage

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

Sunita Kara and Brent Finck argue it is more important than ever for investors to be selective when navigating the global high-yield landscape.

In the first of a new monthly series, our investment-grade, high-yield, emerging-market and global sovereign bond teams share their thoughts on key topics from across the fixed-income universe. 

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.

James Vokins and Chris Higham explain why investment-grade bonds still offer value despite persistent market uncertainty.

Members of Aviva Investors’ liquidity team explain why rising global interest rates and problems in the US banking sector are fuelling demand for money market funds.

Faced with escalating climate and biodiversity crises, developing economies are innovating with new ways to link bond issuance with sustainability goals. This brings risks and opportunities for investors, say Liam Spillane and Emilia Matei.

Pierre Ceyrac and Mark Miller explain the benefits of a global approach when investing in high yield.

Healthcare is a dynamic industry, but patent expiries from 2025 and drug-price reform in the US pose challenges. Innovation will be key for continued success, as experts from our credit, equity and ESG teams explain.

In a world where potential pitfalls loom around every corner, Peter Fitzgerald and Ian Pizer explain why investors need to look beyond what financial models are telling them to keep portfolios resilient to the challenges ahead.

James Vokins and Chris Higham from our investment-grade credit team discuss opportunities and risks in a higher rates world.

Cracks have begun to emerge in the banking sector in recent weeks. As the tide of cheap money that has flooded financial markets for more than a decade ebbs, members of our investment teams are on the lookout for other signs of distress.