Insurers’ investment strategies are constantly evolving in response to, as well as in anticipation of, market, economic, and own organisational changes. Here we provide insight and analysis into the views of market participants and influencers on the latest developments taking place globally and how they have impacted asset allocation, investment, and trading decision-making.
Anne de Clermont, Chief Investment Officer for the UK and Ireland at AXA, talks about what goals in sustainability and net zero investment she believes will drive real impact.
Lou Mortillaro, Chief Financial Officer, Dealer Owned Warranty Company (DOWC), discusses the opportunities and challenges amid current trends.
In a time of geopolitical turmoil, it might be time to expand impact investment portfolios. But what are the risks and opportunities?
Maria Tarhanidis announced as new Chief Investment Officer for specialist re/insurer SiriusPoint.
The commercial real estate (CRE) market is underperforming in the US, and has seen a correction in Europe; what is the future?
Richard Parker, Head of EMEA Infrastructure and Ruolin Wang, Director, Insurance Solutions, at Barings, discuss High Yield Infrastructure Debt. The company won "Infrastructure Manager of the Year"...
Diane Young, Chief Investment Officer, Gore Mutual, discusses the trade-offs between yield, capital efficiency, regulation, and liquidity.
Due diligence, operational challenges, underwriting standards, and a move into more niche segments of the market dominate wishes for the future of private credit.
What moves will Chancellor’s attempts to balance the books have on UK insurers’ investment strategies and outlooks?
A new approach to investing in AAA-rated Collateralised Loan Obligations (CLOs).
Thomas Arthur, Vice President – Investments, Southern Farm Bureau Casualty Insurance Company, looks at how increased diversification, duration, and spread management can be achieved through the mar...
Challenger Investment Management explore Australia’s booming securitisation market, where non-bank lenders drive record issuance and global investor demand.
American insurance giant AIG and private equity firm Onex move to diversify their holdings with the purchase of specialty insurer Convex.
The question is not ‘Has private credit become too large?’, but ‘How can investors discern quality in an increasingly sophisticated and nuanced landscape?’
Amid market turbulence and high-profile collapses, industry leaders argue that private credit remains a resilient and essential pillar of insurers’ long-term investment strategies despite mounting...
