Latest insurance thinking

Inflation, volatility and net zero: The outlook for real estate equity

12 Sep 2022

Ben Sanderson and James Stevens from our real estate team discuss risks and opportunities for property investors amid changing work patterns, rising inflation and the race to net zero.

Read more

What does the data say? Real Assets in focus

26 Aug 2022

In this month’s instalment of our visual series on topical themes, we look at some of the key recent trends in the real asset universe.

Read more

Long income, short ESG windows: Matching real estate long income and responsible investing timelines

2 Aug 2022

Luke Layfield looks at how real estate long income can help address clients’ ESG responsible investing objectives and how respective timelines for implementing change can be best aligned.

Read more

A new Cold War? What the Russia-Ukraine crisis means for globalisation and markets

28 Apr 2022

The world has become more volatile and unpredictable with Russia’s invasion of Ukraine. But while Vladimir Putin may have dealt globalisation another blow, China and the West will want to prevent the world splitting into two competing blocs.

Read more

Our annual letter to company chairpersons

24 Jan 2022

As a key part of our engagement efforts, every January we send a letter to the chairs of companies we invest in (and some we don’t, but still want to use our influence with) to set out our stewardship priorities for the year. Here, in full, is our 2022 letter.

Read more

That déjà vu feeling: The outlook for UK infrastructure

6 Jan 2022

Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2022.

Read more

How to build an office: Post-pandemic

13 Aug 2021

Watch our video to find out how offices can provide a powerful tool in boosting productivity, and attracting and retaining the best talent.

Read more

By the people, for the people: Why investors should care about human rights

17 May 2021

Companies cannot thrive without healthy and happy employees, consumers, and communities. Investors must use their influence with companies and other stakeholders to ensure the basic rights of these groups are respected.

Read more

Are sustainable bonds the new smartphones?

10 May 2021

The market for sustainable bonds to fund activities that have a positive impact on the environment or society is booming. But there are many factors to consider before investing. Not least among them is a crucial question: is your money really being used to fund the activities promised?

Read more

COVID, capital and climate: An interview with Ashish Dafria

7 May 2021

Ashish Dafria, chief investment officer for Aviva, discusses the investment implications of the pandemic, climate change and the macroeconomic environment for a large insurer.

Read more

Pressure points: The investment challenges facing insurers

5 May 2021

Low interest rates, regulation and ESG risks are not new considerations for insurers’ investment strategies. However, the long-term fallout from COVID-19 is adding a layer of complexity they will need to adjust to.

Read more

What does the data say? Bitcoin, offices and emissions

30 Apr 2021

In our monthly visual series on topical data themes, we look at whether Bitcoin could be the new gold, if COVID-19 has put pressure on London office rents, and the extent to which transport affects the carbon footprint of foods.

Read more

AIQ Investment Thinking

Get our perspective on key themes influencing investment markets globally.
Read more

House View

A quarterly publication which encapsulates the thinking of our investment team.

Read more