Markets & views

Thought leadership

In this area you will find our timely Viewpoints on markets and events, along with the forward-looking, topical and thought-provoking articles that are contained within our regular Investors Journal and Informer magazine.

Investors journal (vol. 4)

The fourth edition of The Investors Journal centres on the road to recovery, as a heightened investor risk appetite anticipates more tangible evidence of economic green shoots emerging. This follows on from the third edition’s focus on the ramifications of the market dislocations resulting from the de-risking and deleveraging of investors, consumers and companies.

This edition includes articles on why quantitative easing, rather than increased borrowing, is the right policy by which to engineer an economic recovery, the challenges of optimising the asset mix under conditions of uncertainty, the widespread social and financial benefits that flow from the superior governance of the much maligned private equity model, how local currency emerging market bonds, despite their greatly improved fundamentals, still offer a yield premium and true diversification, which real estate markets, after a synchronised downturn, appear closest to a sustainable recovery and, finally, the importance of understanding both the benefits and risks of pooled investment funds as a means by which to gain a diversified exposure to one or a number of asset classes.

Finally on behalf of Aviva Investors and each of our contributors, as editor of The Investors Journal I hope you enjoy this fourth edition.

Investors journal