The recent market turmoil was a perfect opportunity to test various theories.
One of them is that, as inflation returns, rising interest rates should play out favorably for cyclical companies, high beta sectors such as banks and indebted businesses. In a word, market participants...
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.
Latest news and analysis
Aviva Investors' chief investment officer for equities, David Cumming, discusses how his team have integrated ESG factors into their decision-making process