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What's Hot: What falling oil inventories could mean for energy markets
What's Hot: What falling oil inventories could mean for energy markets
Global oil inventories are falling at a record pace as the Strait of Hormuz disruption removes around 13 million barrels per day of supply.
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Professional Investors
The quiet erosion beneath US growth
The quiet erosion beneath US growth
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other...
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Professional Investors
Climate power plays: Energy, geopolitics and the repricing of risk
Climate power plays: Energy, geopolitics and the repricing of risk
Global policy shifts are rewiring energy supply and control — and repricing risks and opportunities....
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Professional Investors
Is Uzbekistan the most compelling frontier reform story today?
Is Uzbekistan the most compelling frontier reform story today?
Structural reforms have created new opportunities for investors.
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Professional Investors
Big Beautiful Bonds: Why big tech's borrowing boom is reshaping credit markets
Big Beautiful Bonds: Why big tech's borrowing boom is reshaping credit markets
The biggest shift in credit markets over the past six months hasn’t come from banks or industrials, but...
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Professional Investors
What is powering the frontier market rally?
What is powering the frontier market rally?
Frontier economies are benefiting from structural and macro tailwinds.
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Professional Investors
Illiquidity premia in private debt
Illiquidity premia in private debt
Aviva Investors' research team crunched the data to explore how evolving macro conditions are reflected...
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Professional Investors
Too hot to grow: The economic costs of extreme heat
Too hot to grow: The economic costs of extreme heat
Extreme heat is emerging as a structural economic risk, with Europe highly exposed. Heat stress events...
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Professional Investors
New horizons in private credit: Why infrastructure debt stands out today
New horizons in private credit: Why infrastructure debt stands out today
Infrastructure debt offers a differentiated, diversifying source of yield – backed by essential assets,...
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Professional Investors
Resilience and divergence: Emerging markets are forging ahead in a new era for investors
Resilience and divergence: Emerging markets are forging ahead in a new era for investors
As war in the Middle East adds to a series of global supply shocks, emerging markets are showing growing...
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Professional Investors
Payment on delivery
Payment on delivery
Execution is key to returns in European infrastructure.
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Professional Investors
Hormuz, we have a problem. Do we?
Hormuz, we have a problem. Do we?
Bond markets are pricing the war in Iran. Equity markets are not. That divergence has become a defining...
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