Select your client type BE, English About Responsibility Capabilities Views Contact Search English Views AIQ: Investment Thinking Multi-asset allocation views Moving short on duration READ MORE Latest multi-asset & multi-strategy thinking Multi-asset allocation views: How durable is ‘transitory’ inflation? 22 NOV 2021 As central banks continue to stretch what ‘transitory’ inflation means, Sunil Krishnan explores how price pressures are changing and the implications for multi-asset portfolios. Read more The long decline: Why trend economic growth is set to go on falling 12 NOV 2021 Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson. Read more Multi-asset allocation views: Emerging themes for portfolio diversification 22 SEP 2021 Diversification is a core tenet of multi-asset investing. Sunil Krishnan explores thematic ideas that may help diversify portfolios in the current market environment. Read more No more command and control: To deliver for clients, asset managers need to be agile 12 AUG 2021 Asset managers need to dismantle hierarchies and promote diversity of thought if they are to future-proof their businesses. They can learn valuable lessons from tech companies, military leaders and even ancient philosophers, writes Apiramy Jeyarajah. Read more Multi-asset allocation views: Moving short on duration 16 JUL 2021 A strong economic recovery and continued reflationary bias from the Federal Reserve could push long-dated yields higher on US Treasuries, says Sunil Krishnan. Read more Multi-asset allocation views: Equities on a style merry-go-round 18 MAY 2021 Although economic growth, operating leverage and valuations support equities, it is too early to tell whether value stocks are finally set to make a comeback, says Sunil Krishnan. Read more Income: A dangerous love affair 11 MAY 2021 Beauty is only skin deep, as the saying goes. Francois de Bruin explains what this piece of wisdom means for yield-hungry income investors. Read more David takes on Goliath: Retail investors show they are a force to be reckoned with 28 APR 2021 Recent events have shown the increasing influence of retail investors, although long-term financial success will continue to depend on making the right fundamental calls, argues Peter Fitzgerald. Read more Multi-asset allocation views: Loose policy doesn’t rule out a steeper curve 15 APR 2021 While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets. Read more Lean on me: How can bond investors influence government climate action? 25 MAR 2021 The coronavirus epidemic has further accelerated the rise of ESG into the investment mainstream. As deficits skyrocket, bond investors have an opportunity to engage with governments on climate change, argues Thomas Dillon. Read more Zero rates: Too much of a good thing? 9 MAR 2021 The inexorable rise in asset prices caused by the seemingly never-ending era of monetary easing is calling into question long-held investment beliefs, as members of our multi-asset & macro and equities teams explain. Read more From crisis comes opportunity: What’s normal now? 2 MAR 2021 Big challenges bring us the opportunity to think differently. Our investment teams reveal what they have learnt from COVID-19, and how they are preparing to face whatever ‘normal’ emerges in a post-pandemic world. Read more 1 2 3 4 Show AIQ Investment Thinking Get our perspective on key themes influencing investment markets globally. Read more House View A quarterly publication which encapsulates the thinking of our investment team. Read more On this site About us Contact us Views Investment capabilities Equities Fixed income Multi-asset & multi-strategy Real assets Investment resources Fund centre Regulatory Other links Aviva Aviva Ventures Careers LinkedIn Follow us on Twitter Legal & Regulatory Privacy notice Accessibility Cookie notice Manage cookies © 2021 Aviva Investors Cookies At Aviva Investors we use cookies to ensure that our website works properly. We can also use cookies to improve and personalise your experience, understand how you use our website and for our advertising purposes. You can agree to all cookies by clicking on ‘Accept All Cookies’ or choose which cookies you want to agree to by clicking on ‘Manage Cookie Settings’. You can change these settings at any time. For more information about the cookies on our website and how we use them please see ourCookie Notice MANAGE COOKIE SETTINGS ACCEPT ALL COOKIES