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Thought leadership

We believe that harnessing investment intelligence is key to meeting your investment goals. We are committed to providing you with timely and insightful updates. In this area you will find published articles, market edge pieces covering topical issues, market updates, our own Investor Journal and videos with key speakers. We have also included a section on events that we are running and external conferences that we are attending or speaking at that you might find of use.

Market Edge

ECB Pushes on a String (September 2014)
If the ECB's initiatives fail to boost growth, quantitative easing will follow, says Stewart Robertson.

European Real Estate: Recovery Continues Despite Stalling Economy (August 2014)
Despite the weak economic recovery, investors' confidence has improved, says Chris Urwin.

UK Real Estate: Cycle Quickens (August 2014)
Real estate to deliver promising returns but finding value is more difficult, says Chris Urwin.

Momentum Remains Positive (May 2014)
Stronger near-term growth in UK real estate prices likely to be followed by a slowdown, says Chris Urwin, Global Research Manager, Real Estate

Swap Duration Risk for Credit Risk: Short-Duration High Yield Bonds (April 2014)
With so many fixed-income investors anxious to address the interest-rate risk in their portfolios, short-duration high-yield bonds, which offer an average duration of just over two years, are becoming highly sought after

Convertibles: The Final Frontier (April 2014)
Aviva Investors research demonstrates that convertibles continue to dominate the efficient frontier when it comes to portfolio construction.

The Euro Zone: Battling the Threat of Deflation (March 2014)
Is deflation coming to the euro zone?

Bricks and Mortar in the Digital Age (March 2014)
The technological advances underway in numerous industries are likely to have lasting effects on the real estate industry.

View Market Edge Archive >>

Investors Journal

Shopping for Supermarkets
Although supermarkets are likely to remain in high demand from investors with liabilities to match, current market conditions suggest that other investors should now look to reduce exposure to the sector.

Making the Grade
Over the past decade the UK student accommodation sector has grown from relative obscurity to become a signifcant institutional real estate investment category. This has largely been a consequence of steadily rising demand for higher education, from both domestic and international students, whose temporary housing needs have often not been met by university-owned provision.

Technology and Real Estate
This a far-reaching and detailed piece of analysis which looks at many of the major technological innovations that are shaping modern life and projects their likely future impact on the global real estate market. Innovations such as the Internet of Things, Big Data and cloud computing are all considered alongside key developments in energy production, manufacturing, logistics, robotics, advanced materials and biotechnology.

Real Estate in an Aging Society
Germany is facing a demographic bust. It has the world’s second oldest population (after Japan) and one of the lowest birth rates in Europe. Over the next 40 years, its population is expected to experience one of the steepest declines in Europe of around 10.2 million people, equal to around 12 per cent of today’s population.

Web conferences

Aviva Investors Convertibles Absolute Return Strategy
David Clott CFA and Shawn Mato CFA discuss Aviva Investors Convertibles Absolute Return Strategy and why now is a good time to invest.

View the replay of this web conference call

Short Duration High Yield Bonds outlook
Todd Youngberg, Head of High Yield Investments at Aviva Investors, gives an update and outlook on Short Duration High Yield Bonds as well as the impact of current market conditions.

View the replay of this web conference call

Asia Pacific Real Estate market outlook
Elysia Tse, Head of Research Strategy and Investment Governance for Asia Pacific Real Estate, gives her outlook on the Asia Pacific Real Estate market, as well as answering questions from a live panel.

View the replay of this web conference call


Please note: you will need to be registered with Brighttalk in order to view.  

Our investment experts provide regular market updates and provide perspective on what this means for you. Stay up-to-date with the latest business, market and fund news and views by downloading the documents in this section. 

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US Equity Income Funds Bulletin
2014 World Cup Winners & Losers of UK equities



Aviva Investors Property Trust Bulletin
Aviva Investors Asia Pacific Property Fund Bulletin-
Aviva Investors European Property Fund pdf-icon


Market Edge - Scotch Mist Clears pdf-icon
The Truth about Dividends
Market Edge - UK property outlook
Market Edge - Credit outlook for 2014
Market Edge - European property outlook pdf-icon 


Multi-asset funds

Mission Portfolios Bulletin