I am a Professional investor BE, English About Responsibility Capabilities Views Contact Search English Views AIQ: Investment Thinking Is there now ‘value’ in value investing? READ MORE Latest equities thinking 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 Regulatory shifts in China: A new fork in the road? 12 OCT 2021 Investors in China should view recent interventions by the government in the context of its history and longer-term strategic ambitions, argues Amy Kam. Read more The AIQ Podcast: China's tech crackdown 21 SEP 2021 China’s regulators are taking swift, radical action against tech companies they consider to be too big and powerful. How should foreign investors respond? Read more Are bond investors too complacent about inflation? 11 AUG 2021 US Treasury yields have fallen appreciably in recent weeks, seemingly dismissing the threat of rising consumer prices. Some investors could be in for a nasty surprise if inflation proves more intransigent than anticipated, argue Michael Grady and Katarina Cohrs. Read more Investors should confront the dark side of tech 9 JUL 2021 Technology firms are often favoured by ESG funds because of their ostensibly clean, asset-light business models. But investors need to look deeper and challenge unethical and unsustainable practices across the industry, argue Louise Piffaut and Charles Devereux. Read more China’s Big Tech crackdown 5 JUL 2021 Like Washington and Brussels, Beijing is worried about the growing power of large technology companies. But China’s regulators are taking swifter, more radical action than their peers in the West. Read more The Anti-Social Network 2 JUL 2021 Facebook, Twitter and other platforms are drawing criticism for their failure to tackle hate content. But will the hit to their reputation do any lasting commercial damage? Read more The taming of the few 1 JUL 2021 Regulatory authorities around the world are targeting the big US tech giants. However, while investors need to keep a watchful eye on developments, Big Tech’s stranglehold and influence on numerous economic sectors will be hard to loosen. Read more Is there now ‘value’ in value investing? 2 JUN 2021 Value or growth? It is an age-old debate and, as Giles Parkinson argues, a slightly irrelevant one given the changing makeup of the economy and the gentle decoupling of intrinsic value from financial statements. Read more Green is not always clean: Rising tide of greenwash brings risks for investors 19 MAY 2021 Some companies have long sought to mislead the public about their commitments to sustainability, but greenwashing has become more widespread and sophisticated in recent years. Now regulators and investors are fighting back. Read more Flipside: Not all externalities are negative 4 MAY 2021 ESG factors have long been viewed as risk factors to manage. Giles Parkinson explores the flipside of this proposition, contending that positive externalities are an under-leveraged investment opportunity. Read more What does the data say? Vaccines, illiquidity and managers called Dave 26 MAR 2021 In the first of a new monthly series, we take a visual approach to illustrate topical data themes in economies, markets and beyond. This month we look at the correlation between stock market performance and vaccinations, the illiquidity premium in real assets, and whether there are still more men called Dave running funds than female managers. Read more 1 2 3 4 5 6 7 Displaying 1 - 12 of 80 results Show 12 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