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.
As market attention turns towards expectations of when, and at what level, rates will peak, Royal London Asset Management assess the current market.
Emerging market investment grade debt offers insurers high credit quality, elevated yields and income generating potential.
With US CHIPS Act and UK PM Rishi Sunak announcing £1 billion semiconductor investment, insurers could follow suit with AI allocation.
Dean Cameron, Director of the Idaho Department of Insurance, talks asset allocation for insurance investors and portfolio construction ino ur latest regulator's view interview.
Mark Wood, Head of Credit, Aviva, discusses portfolio construction and developing strong risk management in the current volatile market.
Mike Chappell, Head of Illiquid Asset Portfolio, Phoenix, discusses portfolio construction and what this can offer investors.
David Carlin, Head of Risk, United Nations Environment Programme Finance Initiative, outlines the ESG regulatory roadmap.
Whilst EU net-zero transition target is significant tailwind for renewables investments, returns will vary by sector.
Trinidad Navarro, Commissioner, Delaware Department of Insurance, explains how his state may be small but packs an outsized punch.
Browbeaten industry body reduces its goals to ‘voluntary best practice guide’ after months of poor headlines.
Tightening rates globally mean a diversified, actively-managed fixed income portfolio is more necessary now than ever for investors.
As DB schemes approach the end game and continue to rebalance their portfolios, we think insurance companies have an opportunity to capture value opportunities across a range of asset classes.
Eric Cantor, Vice Chairman and Managing Director at Moelis & Company, said the 2024 election would determine the future of private credit.
James Pomeroy, Global Economist, HSBC, shares his ideas on where the global economy is heading and the underlying macroeconomic trends.
Generali Insurance Asset Management shares their investment insight for liability-driven investors in inflationary landscapes.
