US tax reform - which reduces corporate tax rates and also allows companies to repatriate cash for distribution to shareholders or business reinvestment - should lead to an economic growth acceleration and improved corporate earnings.
Tax reform's first-order impact has been for companies with high effective tax rates to outperform those with lower effective tax rates, an event largely (but not entirely) reflected in the market. ...
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