AIQ: Spheres of Influence [Publication]

Aviva Investors
The first U.S. edition of AIQ, 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.

No More Safe Havens?

The UK’s vote to leave the European Union (EU) has put the spotlight on the interplay between politics and financial markets. As political risk increases across Europe and the U.S., investors may need to rethink the concept of safe havens.

Brexit Impact on European Real Estate

European real estate prospects remain encouraging, despite heightened political risk and more uncertainty, says Monika Sujkowska, Analyst, Real Estate Investment Strategy and Research, at Aviva Investors.

[Podcast] Aviva CEO on Brexit

Euan Munro, Chief Executive Officer, Aviva Investors
Following the UK’s historic vote on June 23 to leave the European Union, Euan Munro, Chief Executive Officer of Aviva Investors, discusses the implications for financial markets and investments.

Emerging Market Local Currency Debt Potentially Offers Value

Despite a strong rally in emerging-market local-currency debt in 2016, a widening yield differential with US rates points to the long-term value of the asset class.

Past performance is not a guarantee of future results.

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.