I am a Professional investor BE, English About Responsibility Capabilities Views Contact Search English Views House View The intelligence that guides our investment decisions. No-one can predict the future perfectly. But our House View represents the best collective judgement of Aviva Investors on the current and future investment environment. Executive Summary A summary of our outlook for economies and markets. Read more Key investment themes and risks The six key themes and risks which our House View team expect to drive financial markets. Read more Macro forecasts: charts and commentary Our round-up of major economies; featuring charts and commentary. Read more Global market outlook and asset allocation What our House View means for asset allocation and portfolio construction. Read more About the House View The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams. The document is produced quarterly by our investment professionals and is overseen by the Investment Strategy team. We hold a House View Forum biannually at which the main issues and arguments are introduced, discussed and debated. The process by which the House View is constructed is a collaborative one – everyone will be aware of the main themes and key aspects of the outlook. All team members have the right to challenge and all are encouraged to do so. The aim is to ensure that all contributors are fully aware of the thoughts of everyone else and that a broad consensus can be reached across the teams on the main aspects of the report. The House View document serves two main purposes: First, its preparation provides a comprehensive and forward-looking framework for discussion among the investment teams. Secondly, it allows us to share our thinking and explain the reasons for our economic views and investment decisions to those whom they affect. Not everyone will agree with all assumptions made and all of the conclusions reached. No-one can predict the future perfectly. But the contents of this report represent the best collective judgement of Aviva Investors on the current and future investment environment. Download our House View PDF 9.8 MB 23 PAGES House View Q4 2021 PDF 5.3 MB 24 PAGES House View Q3 2021 PDF 6.7 MB 23 PAGES House View Q2 2021 PDF 14.4 MB 83 PAGES House View 2021 Outlook AIQ Investment Thinking Get our perspective on key themes influencing investment markets globally. 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 243100 - 31/10/2022 © 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