Aviva Investors Insurance Solutions

A sharp technology sell-off raised fresh questions about the AI boom, but strong demand and constrained supply suggest the investment cycle is not ending yet, although investors need to be selective.

The low-carbon transition can bolster countries’ energy security, but it can also increase risk in ways that are easy to overlook. Broad indicators are no longer enough to understand the links between energy transition, energy security and sovereign debt risk.

The US midterm election result is unlikely to see a material change to the US fiscal outlook, while the presidential veto will likely prevent major policy reversals by the Trump administration, says Michael Grady.

In the third of four articles, we explore the catalysts that can accelerate the process by which nature markets mature, drawing on examples from renewable energy, water rights, carbon markets and forestry.

Geopolitics, technology and the energy transition are influencing where capital flows, and how investors think about risk, resilience and long-term returns.

UK Chancellor John Healey’s budget appears to leave some room for UK government bonds and sterling to modestly outperform, at least in the short term, argues Aviva Investors’ chief UK economist Vasileios Gkionakis.

Huge demand for the processing chips and memory that power artificial intelligence has driven semiconductor valuations sharply higher.

Money market funds (MMFs) are a critical cash solution. Valued for their stability and liquidity, they play a fundamental role in portfolio construction. That role is becoming even more prominent as we enter a new phase of technological change in financial markets.

Electric and self-driving cars, batteries and robotics are progressing in leaps and bounds. Our experts discuss the investment implications.

Securitisation offers insurers diversification, varied collateral pools and attractive spreads, yet remains underrepresented as allocations depend on more than returns and capital charges.

With government deficits under the spotlight, fixed income investors need to think globally and take an active approach to allocations.

In the second of four articles, we explain how environmental importance does not automatically translate into investment readiness. Investor confidence in future revenues depends on market evidence, contractual certainty and a track record of delivery.

In our latest case study, we look at Glen Dye Moor, a 6,300-hectare site in Aberdeenshire, Scotland. We intend to rejuvenate the land, simultaneously removing carbon from the atmosphere, and delivering financial outcomes for investors and social benefits for local communities.

The challenge facing local government pension schemes is no longer simply about maximising returns, but how to preserve funding gains, generate resilient cashflows and support long-term pension obligations, all while supporting UK productive finance. Aviva Investors fund manager Renos Booth says Real Estate Long Income has much to offer.

Sustainability-related regulation is becoming an increasingly material driver of real estate investment decision-making, rather than just a compliance requirement. Jeremy Ho analyses the implications.

Whether the endgame is buyout, run-on or just keeping all the options open, a capital-backed solution can help DB pension schemes make the journey with confidence.