Aviva

Aviva Investors Strategic Bond

Can Aviva Investors revive itself?

This week, Aviva Investors launched the first of a trio of absolute return funds it hopes will capture market share from Standard Life Investments' £20bn Global Absolute Return Strategies fund, but what key calls are powering the new strategy?

Aviva Investors has raised its annual forecast for returns from commercial property to 8.9% over the next five years, despite the threat interest rates may rise as early as this year.

Aviva Investors' multi-manager team has said most active managers investing in UK stocks are failing to beat the FTSE All Share this year as overweights in mid- and small-cap stocks weigh on portfolios.

Where are the top contrarian plays in the market currently?

Could normalising monetary policy spell the end for fixed income?

Investors are again warming to Japanese equities due to cheap valuations, a shake-up in the domestic investment market, and rising inflation.

The average strategic bond fund now holds less than half its assets in the UK, as managers "starved" of opportunities rotate into Europe, the US, and emerging market debt.

QUICKFIRE Q&A