Latest insurance thinking

  • Everybody wants one: Are sustainable bonds the new smartphones?

    5 Mar 2021

    The COVID-19 pandemic has highlighted the importance and fragility of the natural balance. As governments, companies and investors aim for a just transition, sustainable bonds are being issued at pace in different formats. Is it a fad, and do markets really need so many varieties?

  • How Manchester transformed into a city of the future

    26 Feb 2021

    Once an industrial powerhouse, Manchester reversed its decline to become one of Europe's top creative capitals. Watch our video to find out why we call it a city of the future.

  • Multi-asset allocation views: Room to grow

    16 Feb 2021

    The early part of a year gives investors an opportunity to take stock. Sunil Krishnan reflects on how the current environment is shaping our views for multi-asset portfolios.

  • A time for action: Race, ethnicity and investing

    28 Jan 2021

    In a two-part feature, we look at what asset managers need to focus their engagement efforts on to make a difference on anti-black racism, and why the industry needs to get its own house in order.

  • The path for oil and gas after COVID-19

    20 Jan 2021

    Post-COVID recovery initiatives from governments are increasingly taking a green path, but the response of oil and gas companies so far runs from denial to complete reinvention. Should they continue pumping oil for as long as they can to avoid destroying capital for investors, or do they need to accelerate efforts to future proof their businesses now?

  • COVID, climate and Black Lives Matter: The stories that defined 2020

    10 Dec 2020

    We select some of our key pieces of content in a year of unending drama.

  • Income investing: The return of Goldilocks and the three bears

    3 Dec 2020

    The Goldilocks environment is back, but bears are lurking in the shadows. Francois de Bruin explores the risks and opportunities that need to be managed to get outcomes that are “just right”.

  • Race, ethnicity and investing: A time for action

    28 Oct 2020

    In the first of a two-part series on anti-black racism, we look at five areas asset managers need to focus on if their engagement efforts are to make a positive difference.

  • 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.

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