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Quarterly Commentary

The U.S. should benefit heavily from fiscal stimulus and inventory rebuilding in the first half of 2010.

Weekly Capital Markets

Financial markets went on a roller coaster ride last week.

 
 
 

Latest News

January 29, 2010

> 2010 Global High Yield Bond and Bank Loan Outlook: The Flight to Credit Risk

For 2010, we believe attractive returns can be realized with the improving fundamental backdrop of declining default rates and spreads that are wider than the historical average.  Find out more >

January 19, 2010

> 2010 Economic and Market Outlook

Unprecedented global monetary and fiscal stimulus actions have helped pull the North American economy out of the deep recession and have systematically stabilized the financial markets.  Find out more >

January 15, 2010

> Commercial Real Estate Outlook: Difficult environment still offers opportunities

Despite the continued downward pressure, there are opportunities to employ commercial real estate capital even in this very difficult environment.  Find out more >

January 11, 2010

> Is the CCC Beta Rally Over? An Argument for BB Rated Bonds

History suggests that the days of outsized relative returns for CCC bonds compared to BB bonds are numbered. Find out more >

January 5, 2010

> Aviva Investors to buy River Road Asset Management

Aviva Investors has agreed to buy 100% of River Road Asset Management, a leading value-oriented US equity manager based in Louisville, KY. Find out more >

December 4, 2009

> High Yield Bank Loans: The Case for a Strategic Allocation

There are compelling arguments for investors to use high yield bank loans – or corporate loans with credit ratings below those of investment grade loans – as a standalone strategy or asset class, or to complement a high yield bond strategy. Find out more >

November 11, 2009

> Benchmarking High Yield Bonds: The Case for a Peer Group vs. an Index

For certain institutional fixed income strategies, an index benchmark is less effective than a peer group when measuring the added value. We recommend using an institutional peer group rather than an index for a high yield bond benchmark. Find out more >

October 22, 2009

> Aviva Investors appoints Stephen Reynolds as head of North America consultant relationships

In his new role, Reynolds will be responsible for the development and management of key investment consultant relationships in the North American region. Find out more >

October 7, 2009

> Aviva Investors appoints global product and strategic relations director

Aviva Investors appoints Rob Watson to lead the combined global product development and strategic relationship teams, as well as the Consultant Relationship Group. Find out more >