Consider how global mega forces are impacting portfolios
We got some clarity on the two big risks we outlined in our 2026 investment outlook: Federal Reserve independence and an AI bubble.
After a strong year for China stocks, could improving fundamentals and accelerating earnings growth deliver more for investors? In a year that surprised skeptics, China equities delivered strong pe...
Despite an aging credit cycle, private credit still plays a starring role. Inflation. Demand for alternative assets. The promises and risks of artificial intelligence. Insurance investors with roug...
Infrastructure equity Q&A: Uniting innovation and rigour
Fragmented trade credit insurance creates hidden inefficiencies. CFOs can unlock savings by redesigning structures, centralizing processes and applying AI to streamline credit risk.
Weak demand and steady policy temper China’s growth but provide a supportive backdrop for bonds. The bold spirit of the Fire Horse—the presiding animal of China’s astrological calendar in 2026—is m...
Cement is one of the world’s biggest hidden emitters – but also one of the hardest to decarbonise. In the latest article in our Climate Insight Series, Rhydian Campbell, Responsible Investment Anal...
Angenika Kunne outlines Aviva Investors’ infrastructure equity strategy and the key themes driving origination, management and value creation.
The National Retail Federation’s annual NRF conference has become a showplace for the latest technology, as well its core retail foundations. Sheryl Kingstone returns to discuss what was on display...
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