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.
Aberdeen Standard Investments commissioned research across Europe’s five largest insurance markets: the UK, Germany, France, Italy and Switzerland.
Mikael Huldt, Head of Alternative Investments at AFA Insurance explores how Covid-19 has impacted distressed investing.
Matthew da Cunha, Treasury Manager at Aspen, explains why insurance investors will need to hold more cash.
Exploring the reallocation of cash holdings to potentially higher-yielding defensive assets.
John Urban explores how a higher yield alternative is to invest in value-add real estate.
Johannes Probst, Portfolio Manager Equities, Quoniam, disccuses putting SDG and return factors in an optimal relationship in the portfolio.
Anthony Minopoli, Chief Investment Officer, Knights of Columbus, discusses reflation and why it cannot be considered in a vacuum.
William Pattison, Head of Real Estate Research & Strategy at MetLife Investment Management, discusses US hotel sector for investors.
Tim Antonelli and Daniel Cook argue that now may be an opportune time for insurers to adopt a more pro-risk stance.
Thabo Ncalo, Head of Investment Strategy Team, Old Mutual Life Assurance Company (SA), explores why Africa is a good fit for investors.
Catherine Chen, Responsible Investment Manager at Royal London, explores the challenges when it comes to evaluating ESG managers.
SimCorp and Chartis surveyed decision makers at investment managers about the importance of having a comprehensive view of their portfolios.
Technology providers heard from people in the insurance industry who were concerned about their systems keeping up.
The advantages to be gained from distressed debt investing include capital efficiency, risk and return diversification, and high cash income.
Jean-Philippe Oliver, Financing & Procurement Director at Coface, explains the three main trends influencing investment strategies.
