White papers, reports and thought leadership pieces from Aviva Investors
Political risk: Europe holds its breath as elections get underway
With a rising tide of populism sweeping across Europe amid a string of crucial elections, bond markets once again appear to be questioning the European Central Bank’s ability to defend its currency.
Spheres of influence: the return of history?
As the US, Russia and China reposition themselves on the world stage, Cold War-style spheres of influence are coming to define the new global order.
‘Brexit Budget’ points to challenges ahead
Philip Hammond’s first Budget as chancellor shows the government is still struggling to rein in the deficit despite an improved near-term economic outlook, says Stewart Robertson.
US high yield: the ‘Trump effect’ boosts issuance as rate hikes loom
Issuance of US high-yield debt is growing despite the prospect of further interest rate hikes in 2017.
China: the new global leader?
Amid the fallout from Donald Trump’s ‘America First’ approach and the rise of nationalism across the Western World, China has emerged as an unlikely champion of globalisation.