'Lost in transition'

Old energy companies are enormous dividend payers and stand to pay out significant dividends to equity holders, including insurers owning their shares, as energy prices soar. Even though interest rates are rising, benefitting fixed income yields, insurers still also depend on dividends for income

Prasun Mathur
Head of Private Assets
Aviva

Vincent Huck (Moderator)
Editor
Insurance Asset Risk

'Lost in transition'

Could they afford to sell out of the big dividend streams of old energy at this point in time?

Over time do insurers expect renewable energy producers to fully replace the volume of dividends old-energy is paying them now?

Will better yields from fixed income, as rates rise, bridge the gap between old-energy-dividends and renewable-energy-dividends, for the time being?

Are we yet seeing much selling out of coal miners that are refusing to budge on transition?

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'Lost in transition'

Speakers

Discussion areas

Could they afford to sell out of the big dividend streams of old energy at this point in time?

Over time do insurers expect renewable energy producers to fully replace the volume of dividends old-energy is paying them now?

Will better yields from fixed income, as rates rise, bridge the gap between old-energy-dividends and renewable-energy-dividends, for the time being?

Are we yet seeing much selling out of coal miners that are refusing to budge on transition?

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