Aviva Investors

In the latest edition of Bond Voyage, our fixed-income investment teams discuss US Treasuries, carry opportunities in high yield, dispersion in emerging markets and the resurgence of M&A. Read on to find out: 👛How an improving cost of carry could affect the attractiveness of US Treasuries 👁️The opportunities we see in 2025 for high yield and emerging markets 📈The potential impact of rising M&A volumes on investment grade Subscribe to “Bond Voyage” 👇

⏲️ 90 Second Equities: What does a Trump presidency and Republican Congress mean for Climate Equity investing? In light of the new presidency, Max Burns examines pundits’ views on long-term climate challenges and the potential investment implications. Watch now 👇 #Equities

Today, we share an update on our performance as part of Aviva Q3 results. Read more from our third quarter trading update here 👇 #AvivaQ32024

📣COP29 is here! 📣 We’re attending COP29 in Baku, Azerbaijan where we hope to see:  ◾ Agreement on the mobilisation of private as well as public finance and the creation of conditions to enable it to scale as part of the New Collective Quantified Goal on Climate Finance (NCQG). ◾ Implementation of the COP28 Global Stocktake into revised Nationally Determined Contributions (NDCs) and domestic policy. This includes the tripling of renewable energy capacity and doubling of energy efficiency by 2030. ◾ Ambitious new NDCs including increased emissions reduction targets alongside sectoral pathways. ◾ Creation of policy measures, economic incentives, and regulatory and legal frameworks to enable an economy-wide transition. We have delegates who work across sustainability and sustainable investing travelling to the event. Come and meet the teams to find out more about the work Aviva is doing. 👋 👉 https://lnkd.in/dySkUptU Leah R. Tom Tayler Tom Dillon #COP29 #NatureNow #ClimateReady

This November, our fixed-income investment teams share their insights on US versus European high yield, US elections, IMF meetings, UK gilts and declining cash rates. Read on to find out: 🌟 Why US high yield is outperforming Europe 📈 Why rate volatility is driving investment-grade credit ❔ How fiscal concerns and uncertainty dominated at the IMF annual meeting 📆 What the future might hold for gilts 📉 How cash managers can navigate declining rates Subscribe to “Bond Voyage” 👇 #FixedIncome #HighYield #Gilts

This October, our fixed-income teams reflect on the economy, elections and the Asian approach to sustainable investing. Find out more about: 🗳️ How the US election results might affect emerging markets 💰 Why it’s back to being all about the economy for high yield, and fiscal rectitude for sovereigns 🌄 The complexities of sustainable investing in Asia: a region in transition Subscribe to “Bond Voyage” 📲 #FixedIncome #Credit #Bonds

Have you registered for our House View Q4 webcast yet?  Join to hear from our experts on the current state of global markets – and where they might be heading.  Register today 👇    #HouseView #FinancialViews #Economies 

📚 This September, our fixed-income teams give us the lessons they learned from their summer reading. Find out more about: 🌍 How a changing world order is impacting emerging markets 🚧 How high-yield investors think about distressed companies 🎸 The similarities between investment-grade bond investing and the Oasis reunion Subscribe to “Bond Voyage” now: #FixedIncome #Credit #Bonds

Ever wanted to know about the surprising history of market events in August? Or the parallels between sovereign bond investing and BMX? Check out the summer special of “Bond Voyage”, our freewheeling fixed-income newsletter 👇 #FixedIncome #EMD #HighYield

Have you registered for our House View Q3 webcast yet? Join to hear our experts thinking on the current state of global markets – and where they might be heading. Register today 👇 #HouseView #FinancialViews #Economies