Latest insurance thinking

Inflation, yield curves and energy prices: The outlook for buy-and-maintain credit

30 Nov 2022

Siddhartha Bhattacharyya, Iain Forrester and Matthew Raque from our buy-and-maintain credit team discuss the impact of the current environment on portfolios, where they are finding value, and how they are integrating these considerations in their net-zero plans.

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Building better: Investing in the climate transition through real assets

15 Nov 2022

Investors in real assets can propel the transition to a more sustainable future while also benefiting from portfolio diversification and attractive returns, says Mark Meiklejon.

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Alpha, asset stranding and action: The state of play in Climate Transition Credit

6 Oct 2022

Will new climate legislation accelerate the transition, or will the energy crisis hamper it? Thomas Chinery and Justine Vroman assess the implications for strategically positioned bondholders.

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Resilience and selectivity: The outlook for real estate long income

5 Oct 2022

Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the strengths of long-income strategies in a period of high inflation and rising rates.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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?

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