The case for corporate hybrids

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.

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.

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.

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.

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.