Market insight

  • Alternative fixed income for insurance investors

    In recent years alternative fixed income assets such as loans, infrastructure financing and private debt have become increasingly popular with professional investors.

  • Moving the Earth: The Power of Leverage

    Infrastructure debt and private placements offer a number of potential benefits to insurance investors—from a potential spread premium to diversification and strong covenants.

  • Climate Risk Management for Insurers

    Climate change and its associated risks and opportunities continues to demand attention and action.

  • Real assets and net zero: Ambition vs action

    In their annual Real Assets Study Aviva Investors asks how are global investors responding to an evolving landscape?

  • Disclosures, trade-offs and green premia

    The path to a sustainable future for private markets is full of opportunity but also complexity, as Laurence Monnier and Ed Dixon explain.

  • An investor's perspective on the UK's Net Zero Strategy

    Assessing the implications and opportunities for infrastructure investors.

  • From real-world problems to real-asset solutions

    The built environment, renewable energy and infrastructure will all play a massive role in the fight to combat climate change.

  • The Staying Power of Commercial Mortgage Debt

    Amid the prolonged low-rate environment of recent years, many insurers have looked for ways to enhance yield without taking on more risk

  • Building diversified and flexible private debt mandates for insurers

    Private debt offers a broad and diverse investment universe that is often well-suited to an insurer's balance sheet.

  • Four Themes for Insurance Asset Management in 2021

    Insurers have fared relatively well through the pandemic, but there is likely a long and uneven road to recovery ahead.