STRATEGY

 

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.

Showing 195 of 517 articles
Is real estate 2023's best inflation hedge?
  • Wednesday, Jun 14, 2023

With ‘safe’ assets less reliable, and interest rates still rising, many insurance investment teams are looking to real estate as a safe haven.

View from the City: Sir Howard Davies on the UK economy
  • Monday, Jun 12, 2023

Sir Howard Davies, Chair, NatWest Group, discusses his thoughts on what will affect growth as the UK ramps up for another general election.

What do insurers need to know about the 2024 US election?
  • Friday, Jun 09, 2023

Eric Cantor, former House Majority Leader and Managing Director at Moelis & Co., discusses the 2024 election and its potential impact.

Royal London Asset Management - Quarterly insurance update
  • Wednesday, Jun 07, 2023

As fears grow that interest rates may have to continue higher for longer, Royal London Asset Management assess the current market.

NZIA dropouts cite conflicting reasons for departures
  • Tuesday, Jun 06, 2023

Worldwide exodus ramps up as more big names drop out of the Net Zero Insurance Alliance, but reasoning remains murky.

How investment teams should prepare for the next risk cycle
  • Monday, Jun 05, 2023

Stephanie Thomes, Senior Investment Consultant, Mercer, discusses how investment teams are navigating an uncertain risk cycle.

Signs indicate potential attractive vintage era for private credit
  • Monday, Jun 05, 2023

Prudent private credit investors are on the cusp of a potentially protracted era of supportive conditions thanks to a rare combination of factors.

Insurance Linked Securities: H2 2023 outlook for institutional investors
  • Thursday, Jun 01, 2023

Sean Egan, Chief Executive Officer, Egan-Jones Ratings, discusses diversification strategies for insurance linked securities (ILS) in 2023.

Can Public-Private Partnerships shed negative associations?
  • Wednesday, May 31, 2023

With private organisations holding the capital necessary to facilitate the UK’s net zero transition, PPPs could soon take centre stage.

Regulator’s view: Utah’s Commissioner Jon Pike on managing bigger carriers
  • Tuesday, May 30, 2023

Commissioner of the Utah Insurance Department, Jon Pike, discusses how to balance the investment needs of smaller and larger carriers.

Intentions behind NZIA departures questioned
  • Thursday, May 25, 2023

Anti-ESG politician praised insurers' departure from net zero group despite organisations reiterating their environmental commitment.

DACH exodus of NZIA continues
  • Tuesday, May 23, 2023

Swiss Re becomes fourth member of NZIA to call it quits.

LDI crisis sees attractiveness of illiquids increase for insurers
  • Tuesday, May 23, 2023

Fallout from LDI crisis could be motivator behind illiquid appetite amongst insurers – with opportunities due to supply and demand.

View from the House: Eric Cantor on the US economy
  • Monday, May 22, 2023

Eric Cantor, former House Majority Leader and Vice Chairman and Managing Director at Moelis & Company, discusses the upcoming election.

Proposed Solvency II changes could shift investment strategies
  • Wednesday, May 17, 2023

Solvency II capital changes means investors are gearing up for private-public partnerships, green projects, and attention to social infrastructure.