With the global tide of the central bank stimulus injection soon to turn, only a few segments of the fixed income universe have enough spread cushion to absorb the shift to a post-QE era.
We are still convinced emerging market (EM) debt offers interesting opportunities, supported by the global cyclical pick-up, a commodity price positive environment and undeniably improving fundamentals...
Marcus Brookes appointed CIO
Industry Voice: Over the past ten years, investors have operated in an environment characterised by extremely accommodative and unconventional monetary policy.
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Aviva Investors' chief investment officer for equities, David Cumming, discusses how his team have integrated ESG factors into their decision-making process