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 30 of 527 articles
A Deep Dive into Non-Agency Credit Performance
  • Wednesday, Dec 11, 2024

Angel Oak is leading the way in providing access to the non-agency residential mortgage sector, where credit performance has been exceptional post-GFC.

AI in Insurance Strategic Asset Allocation - Ready for the New Disruption?
  • Tuesday, Dec 10, 2024

Looking at the new role of AI in decision-making across investment.

What will the impact of the new US administration be on investments?
  • Monday, Dec 09, 2024

Everything has changed but nothing has changed, say industry figures as Donald Trump prepares for a second term with a new raft of fiscal and economic policies.

Insurance Linked Securities as an inflation resilient Investment
  • Monday, Dec 09, 2024

ILS are a true diversifier for insurance investors adding value to an insurance portfolio on a long term basis and quite immune to inflation.

INSURANCE INVESTOR NORTH AMERICAN AWARDS 2024 – FULL LIST OF WINNERS
  • Friday, Dec 06, 2024

The full list of winners of the Insurance Investor | North American Awards were revealed last night at the Awards Ceremony hosted in Midtown Manhattan, New York City.

Royal London Asset Management – Insurance investment update (Dec 2024)
  • Thursday, Dec 05, 2024

Royal London Asset Management assesses regulatory developments, and which investment strategies could help insurers navigate the current market environment.

What market factors are affecting maritime financing?
  • Thursday, Dec 05, 2024

Svein Engh, Senior Managing Director and Portfolio Manager - Blue Ocean Group, EnTrust Global, discusses maritime financing, especially the areas that may be lesser known to investment communities.

Manager Selection: Making insurance more fun than it deserves to be
  • Wednesday, Dec 04, 2024

Most insurers would agree that we have entered a new period of elevated geopolitical uncertainty and macroeconomic volatility (Geoeconomics is oh, so fun).

European insurers 2025 outlook mostly ‘neutral’
  • Wednesday, Dec 04, 2024

A new report says the outlook for 2025 is somewhat positive but with a few caveats to watch out for.

What’s impacting the strategies that managers use for insurance clients?
  • Tuesday, Dec 03, 2024

Jim Kaniclides, Head of US Insurance, Insight Investment, discusses inflation, natural catastrophes, and the hard reinsurance market and whether this has caused insurers to re-evaluate underwriting...

COP29 and COP16: Insurers leading the charge for climate change mitigation
  • Monday, Dec 02, 2024

Insurers and asset managers proved to be the dynamic parties at the UN’s climate summit COP29 and its sister biodiversity summit COP16 – but what will it mean for strategies?

To Boldly Go: Why Frontier and Emerging Markets are worth exploring
  • Wednesday, Nov 27, 2024

Emerging and frontier market bonds stand poised to deliver substantial value for those ready to explore their full potential.

How should insurers be looking at future market developments?
  • Tuesday, Nov 26, 2024

Randy Brown, Chief Investment Officer, Sun Life, discusses the firm’s strategies around stranded assets and how to be innovative in a volatile market.

How to unlock value through tailored financing
  • Monday, Nov 25, 2024

Marta Perez, Head of Infrastructure Debt, Americas, Allianz Capital Partners, explores the advantage of flexible structuring in infrastructure debt and what it means in today’s market.

How is insurance asset management evolving in an era of non-bank lending?
  • Tuesday, Nov 19, 2024

Jeffrey Hobbs, CFA, Head of Insurance Portfolio Management, Voya Investment Management, explains how the fixed income opportunity set is evolving in a new era of non-bank lending.