Market insight

• Cash dethroned

  Reallocation opportunities for insurers under Solvency II

  

• Alternative thinking to meet today's objectives

  Low yields, stretched valuations and rising inflation call for creativity.

  

• Unprecedented times call for (un)fixed income

  As we face a period of unparalleled disruption, we think taking an unfixed approach to fixed income is an advantage.

  

• Making sense of UK ESG regulation

  Having set ambitious national climate targets, the UK has been largely content to follow the EU's lead regarding the Green Taxonomy, but there are divergences

  

• 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.