Latest insurance thinking

  • Prime time: How streaming is reshaping film and TV

    22 Oct 2020

    The last ten years have seen the film and television industry transform beyond recognition. In the latest instalment of our editorial series, Link, experts from our credit and equity teams discuss whether streaming will continue its inexorable reshaping of the media landscape.

  • Home and leisure in a pandemic: Girls (and boys) still want to have fun

    13 Oct 2020

    From cinemas to cruises, the consumer-driven home and leisure sector was hit hard by lockdown restrictions. With economies reopening in a disjointed manner, some sub-sectors have rebounded quickly while others continue to struggle. Here, we look at how the pandemic is reshaping the industry and the implications for investors.

  • When equity becomes debt: The untapped potential of amortising-lease real estate

    9 Oct 2020

    Pension schemes seeking alternatives to bonds may find amortising leases a compelling option, writes Luke Layfield.

  • Five charts that show Manchester is a city of the future

    20 Aug 2020

    In this short, visual article we present five charts that show why Manchester is such a rich, vibrant and economically prosperous city. Our view is that the ingredients of connectivity, culture, talent, scale and scientific heritage make the city well-equipped to thrive in the coming years and decades.

  • Longevity, policy and technology: An interview with Andrew Scott

    6 Aug 2020

    Living longer brings enormous opportunities to reshape how we spend our time. But in the first of a two-part interview, Andrew Scott from London Business School explains how advances in longevity and technology have not been matched by innovation in social structures or our approach to financial planning.

  • Where can investors put cash to work when rates go negative?

    30 Jul 2020

    Just when investors thought they couldn’t sink any lower, the economic shock caused by COVID-19 has put further downward pressure on interest rates in developed markets. Caroline Hedges, head of global liquidity portfolio management at Aviva Investors, looks at the impact on money market funds.

  • RPI may be flawed, but changes shouldn’t cost pensioners and investors

    16 Mar 2020

    With the start of the consultation for proposed changes to the measurement of inflation in the UK, we look at the likely impact to asset classes, the assets most affected, and the key issues investors should be aware of.

  • The future of insurance

    17 May 2019

    The insurance industry has evolved rapidly since the financial crisis. The next decade is shaping up to be every bit as transformative as firms grapple with a host of factors, most notably the unfolding regulatory framework, digital disruption and climate change.

  • Beyond the cave: behavioural science meets data science

    10 Jul 2018

    The idea unconscious biases influence decision-making in financial markets is nothing new. But behavioural finance has taken on new relevance in the age of Big Data and artificial intelligence.

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