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.
André Keller, Chief Investment Officer, Helvetia Insurance, explains trends and market conditions in real estate and where opportunities lie.
Jeremy Hunt delivered his first budget, with areas for insurers and investors to look at but little detail on inflation and cost-of-living issues.
Todd Hedtke, Senior Vice President, Investment Growth, Allianz, discusses how insurance companies can manage their ESG ambitions.
Nick Hankin, Chief Underwriting Officer at QBE, discusses how to successfully integrate ESG considerations into an investment strategy.
Justin Palmer, Head of Strategic Change Initiatives, Barings, explains how building, buying, and renting systems can exacerbate and solve problems.
Meghan McNally, AllianceBernstein, and Laura Sarlo, Liberty Mutual, discuss empowering women in the industry.
Aaron Diefenthaler, Chief Investment Officer, RLI Company, discusses the challenges of being a fixed income manager in 2023.
Peter Ehret, Director of Internal Credit, Employees’ Retirement System of Texas, examines current fixed income opportunities for investors.
Resilient assets with attractive yields can help portfolios stay centred in 2023, when we expect inflation to moderate.
Tobias Winter, Senior Portfolio Manager, Private Equity, UNIQA, discusses whether the risks in private markets have changed.
Automation, upstreaming, interoperability, and stewardship are imperative to future growth for investors.
The world’s third-largest economy faces high public debt, an intransigent central bank, and risks of deep recession.
Matt Bale, Head of Product Management, Moody’s Analytics, discusses the themes most apparent from asset owners in ESG implementation.
Climate and Sustainability Heads say that achieving net zero in the UK will require participation and perseverance with TNFD and SDRs, despite pains.
Leading industry figures said that the complicated current economic picture reveals some opportunities alongside more obvious challenges.
