Insights

Analysis and perspectives on structured investment products, renewable energy, alternative assets, and capital markets — from the Univere Investment Solutions team.

Solar and Storage: The New Default in Alternative Investments

A solar farm and a battery used to be two separate decisions. That separation is ending, and how an asset is built now decides what it can earn.

Why Iberia Now Leads European Solar Energy Investment

The crown was never about megawatts. It was about how much each panel actually earns, and who captures the value once the grid is full.

How Professional Allocators Read Yield Across Alternative Investments

Two yields match on paper, yet mean nothing alike. One rests on a sovereign coupon, the other on a tenant and a turbine. Reading the difference is the discipline.

How a Completed Solar Bond Delivered 20% Per Annum, and Then Closed

Forecasts request your trust. Completed results have already earned it. What the Santa Marta Bond’s clean redemption tells an investor, and what it does not.

Renewable Energy Cost of Capital: Why 2026 Looks Different to 2022

In 2022 money was close to free. By 2026 the cost of capital has moved, and so has the reason. The same asset now carries a different price for the capital behind it.

Solar Energy Investment: Where the Volatility Goes

A solar farm produces the same output whoever owns it. Held one way it feels placid, held another it swings hard. The asset has not changed; the experience of owning it has.

When Rates Refuse to Fall: The Case for Defined-Return Assets in a Higher-for-Longer World

Rates were meant to fall this year. They have not. When the timing of cuts is anyone’s guess, the value of a return you can define in advance rises with it.

Alternative Investments: The Portfolio Logic of Uncorrelated Real Assets

Alternative investments are sold on the standout asset. Professional allocators hold them for a different reason: how the whole portfolio behaves when one shock moves through the market.