No change in the narrative. Aviva’s ship sails on as usual. The PRT business is still going well, inflation remains an impediment to a strong P&C improvement, retail customers seem more interested in the rising cost of living than savings’ products and Aviva investors see no real signs of an improvement.
This is the same story as in recent quarters and, in that context, our thesis remains the same.

25 May 2023
A dose of morosity

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A dose of morosity
Aviva plc (AV:LON) | 382 -30.9 (-2.1%) | Mkt Cap: 10,454m
- Published:
25 May 2023 -
Author:
Grégoire Hermann -
Pages:
3 -
No change in the narrative. Aviva’s ship sails on as usual. The PRT business is still going well, inflation remains an impediment to a strong P&C improvement, retail customers seem more interested in the rising cost of living than savings’ products and Aviva investors see no real signs of an improvement.
This is the same story as in recent quarters and, in that context, our thesis remains the same.