- 04 Jun 2026
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
- 04 Jun 2026
Global policy shifts are rewiring energy supply and control — and repricing risks and opportunities.
- 03 Jun 2026
Structural reforms have created new opportunities for investors.
- 03 Jun 2026
The biggest shift in credit markets over the past six months hasn’t come from banks or industrials, but from Big Tech.
- 02 Jun 2026
Frontier economies are benefiting from structural and macro tailwinds.
- 02 Jun 2026
Aviva Investors' research team crunched the data to explore how evolving macro conditions are reflected in private debt returns.
- 01 Jun 2026
Extreme heat is emerging as a structural economic risk, with Europe highly exposed. Heat stress events have multiplied sevenfold since the 1980s while the average death toll per event has risen fivefold....
- 29 May 2026
Infrastructure debt offers a differentiated, diversifying source of yield – backed by essential assets, contracted cashflows and strong downside protection.
- 28 May 2026
As war in the Middle East adds to a series of global supply shocks, emerging markets are showing growing resilience in an increasingly multipolar world.
- 28 May 2026
Bond markets are pricing the war in Iran. Equity markets are not. That divergence has become a defining feature in the past month.
- 26 May 2026
Peter Smith delves into seven common behaviours that can be damaging for investment returns – and explains how to avoid them.
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