Latest insurance thinking
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Access all areas: Multi-asset investing in real assets
20 Mar 2023
Zoe Austin makes the case for a multi-asset investment approach in real assets.
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To build or not to build, that is the question: Decarbonising the built environment
28 Feb 2023
We assess the financial and environmental pros and cons of developing new buildings versus retrofitting old ones.
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An introduction to money market funds
27 Feb 2023
Alastair Sewell offers a guide to money market funds and the vital role they play in cash management for corporate treasurers and institutional investors.
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Why inflation is likely to prove sticky
17 Feb 2023
Central banks will find it far harder to eradicate inflation than markets anticipate and will be in no hurry to ease off on rate hikes, argues Ian Pizer.
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When equity becomes debt: The untapped potential of amortising-lease real estate
15 Feb 2023
Institutional investors seeking alternatives to bonds may find amortising leases a compelling option, writes Mark Wells.
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Our annual letter to company chairpersons
6 Feb 2023
Every January, we send a letter to the chairs of companies we invest in (and some we don’t, but still want to influence) to set out our stewardship priorities for the year. Here, in full, is our 2023 letter.
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Why infrastructure investors better beat beta: End of cheap-money era brings risks and opportunities
25 Jan 2023
Benign macroeconomic conditions have boosted infrastructure investments over the past decade. But with higher interest rates, investors in the asset class will have to show they can create true value, says Darryl Murphy.
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Time to rethink collateral cash
13 Dec 2022
In this Q&A, Alastair Sewell explains why investors need to urgently rethink their approaches to collateral cash management.
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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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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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