Pension solutions

Bond markets endured another difficult week as stronger than expected growth data pushed interest rate expectations higher and government bond yields hit multi-decade highs. Yet equity markets remained remarkably unfazed.

Global bond markets remain under pressure due to renewed inflation concerns and a general shift to tighter monetary policy.

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.

Private credit should no longer be treated as a separate asset class beyond public investors’ field of view – it is part of the same ecosystem, influencing price discovery, transfer of risk and recovery outcomes.

Changes to regulations and consumer expectations are transforming the landscape for financial advisers, according to Marc Lepere.

Investors in passive bond funds are being exposed to more risk than they may appreciate as US technology giants turn to fixed income markets to fund massive spending on AI data centres, argues Aviva Investors chief executive Mark Versey. 

Regulation must recognise that sustainable investing incorporates more than the provision of sustainable funds alone.

Diversification has always been at the heart of asset management, but recent turmoil, from higher inflation to conflict, trade barriers and the AI revolution, is roiling markets. Can investors still reap its benefits?

In the first of four insights, we explain why natural capital is a foundational input into economic activity. Forests, soils, rivers, wetlands, oceans and biodiversity are productive assets that generate products such as timber or food and are natural regulators of water flows. 

In this latest edition of our series on the illiquidity premia, we assess the key themes driving private-debt pricing and market opportunities in Q2.

The ‘Magnificent Seven’ group of Big Tech companies is no longer the key driver of US equities, as the rally broadens out to other sectors.

Artificial intelligence (AI) is already helping research analysts work more efficiently, but could it ultimately replace them?

As AGM season winds down, we examine the key trends that influenced resolutions and outline our core principles for voting.

Insurers have long navigated a distinctive set of investment challenges, what can they do to build portfolios resilient enough for today's volatile environment?