Latest insurance thinking
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Three, two, one…Cash returns set for lift-off
7 Sep 2023
With interest rates set to remain higher for longer and inflation gradually falling, money market funds can offer investors a way to access positive real yields on cash, says Alastair Sewell.
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Deals delayed and crowded trades…But investors can still find value in infrastructure debt
4 Sep 2023
Private infrastructure debt still offers a broad spectrum of opportunities, but investors face complex challenges. In this Q&A, our infrastructure debt team contemplate the current state of the market and where it goes from here.
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Mad about the boy: Understanding the economic and investment impacts of El Niño
25 Aug 2023
How much do ocean circulation patterns impact economic outcomes and sovereign risk? Rick Stathers and Carmen Altenkirch assess El Niño, the climate phenomenon driving atmospheric circulation in the tropics, affecting everything from GDP to inflation and social stability.
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Better late than never: European Commission constructive on money market funds
23 Aug 2023
After the European Commission released its long-awaited assessment report on European money market fund regulation, Alastair Sewell discusses the main implications for investors.
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Tipping points and transformation: Getting on the right side of change
16 Aug 2023
Rapid changes in the global economy could tip some sectors into low-carbon phases faster than incumbents expect, with important investment implications.
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Over(shooting) the limit: Why we need to keep within planetary boundaries
26 Jul 2023
Demand for fuel and raw materials is decimating the natural world, making extreme climate effects more likely. So, what might the world be like for people and investors as we go beyond planetary boundaries?
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Cash is king (again): Higher rates spurring interest in money market funds
19 Jul 2023
Members of Aviva Investors’ liquidity team explain why rising global interest rates and problems in the US banking sector are fuelling demand for money market funds.
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Waiting games and funding gaps: A mixed picture for real estate debt
14 Jul 2023
The higher rates regime is testing borrowers everywhere. Gregor Bamert considers the implications for real estate debt.
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Plug in and power up: How EV-charging infrastructure can help future-proof real assets portfolios
28 Jun 2023
As the transition away from petrol-powered cars to electric vehicles accelerates, demand for charging points is rising. We explore the implications for investors in real assets.
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Playing the long game in EMD: Why patience and persistence should reward long-term investors
26 Jun 2023
Despite short-term headwinds, Liam Spillane and Michael McGill argue emerging-market debt continues to offer attractive prospects for long-term investors.
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A broad palette: Enhancing the chances of success in high yield
20 Jun 2023
Pierre Ceyrac and Mark Miller explain the benefits of a global approach when investing in high yield.
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Demand, diversification and discounts: Where next for real estate long income?
12 Jun 2023
With interest rates and inflation remaining elevated, Renos Booth, Isabel Gossling and Kris McPhail discuss what long-income strategies can deliver.
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