Employment, lending key to sustained recovery

Dec 6, 2009

Aviva InvestorsÆ Jean-Francois Boulier explains why he thinks the recovery is sustainable, and how the Europe-based investment arm is going off-benchmark to get more emerging-market exposure.

Jean-Francois Boulier, CEO of Aviva Investors France, made time last week on his return to Europe from Shanghai, where the firm just held a board meeting. He was in a reasonably upbeat mood, thanks both to the growth story in Asia as well as what he sees as signs that Western economies may be able to enjoy a sustained recovery in 2010.

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