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AIQ: Spheres of Influence [Publication]

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AIQ is a quarterly publication that brings together the collective insight of Aviva Investors’ teams from across the globe on some of the key themes influencing investment markets.

Disruption and Disorder....In 2016, the established world order was turned on its head. Two events in particular — the UK’s vote to leave the European Union and the election of Donald Trump as U.S. president — confounded political commentators and financial markets, triggering fears of a new era of protectionism. 

The collapse of the Soviet Union signaled the end of the Cold War and, supposedly, “the end of history.” In our cover story, we look at whether national self-interest in the U.S., China, and Russia will lead to the emergence of new spheres of influence, and the potential economic and market ramifications. 

Disruption isn’t limited to the political arena. Technology is radically altering the financial services industry, too, including asset management. In this issue, we look at how robo advice is shaking up the intermediary market, with claims it could lead to the democratization of wealth management. For those who dismiss the threat, it is worth reading our story on the FinTech revolution in China, where digital disruption is the norm. 

Also in this issue, Aviva Investors’ CEO Euan Munro gives his thoughts on what the asset management industry must do to win back public trust, while Steve Waygood, Chief Responsible Investment Officer at Aviva Investors, explains how a new Financial Stability Board initiative will help investors quantify climate related risks. 

Other articles look at the limits to real estate diversification, whether the threat of deflation has truly been eliminated and why demographic shifts will be a major driver of investment performance.

Aviva Investors Americas LLC (AIA) is the named subadviser to the Virtus Multi-Strategy Target Return Fund and utilizes the services of Aviva Investors Global Services Limited (AIGSL) and its other affiliates (collectively, Aviva Investors) to manage the Fund. These affiliates are Participating Affiliates as that term is used in relief granted by the SEC. The listed investment professionals throughout this publication are associated with AIGSL.

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Virtus Investment Partners provides this communication as a matter of general information. The opinions stated herein are those of the author and not necessarily the opinions of Virtus, its affiliates or its subadvisers. Portfolio managers at Virtus make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.