Aviva Investors’ Real Assets House View

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Presented by

Chris Urwin; Laurence Monnier and Mark Meiklejon, Aviva Investors; Brendan Maton, IPE

About this talk

– The intelligence that guides our investment decisions –  Aviva Investors Real Assets House View identified three big themes driving real assets markets over the medium to long term: • ‘Lower for longer’ supports long-duration assets value • Premia unlocked by exploiting complexity • ESG becomes non-negotiable In this webcast, Chris Urwin, Head of Research, Real Assets, Laurence Monnier, Head of Quantitative Research, Real Assets and Mark Meiklejon, Head of Real Assets Investment Specialists, will discuss what this means for institutional investors who are increasingly turning to real assets to help them achieve their investment needs, and how these themes may be affected by recent global events. Presented by: Chris Urwin, Head of Research, Real Assets; Laurence Monnier, Head of Quantitative Research, Real Assets; Mark Meiklejon, Head of Real Assets Investment Specialists, Aviva Investors Moderated by: Brendan Maton, IPE
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