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.
James Pomeroy, Global Economist, HSBC, says ‘deglobalisation’ is the word of the year as it works with the volatility from the post-pandemic norm.
The number of ESG-compliant fund downgrades up in light of 1 January SFDR requirement changes, a pattern to continue watching in Q1 2023.
Cleo Fitzsimons, Head of Responsible Investment, Pension Insurance Corporation, discusses implementing net-zero ideas into private markets strategies.
Royal London Asset Management fund managers assess the risks and opportunities that their respective asset classes could offer insurance investors.
Corrado Pistarino, from Foresters Friendly Society, and Gilles Moëc, from AXA, discuss the commercial value of ESG.
Xavier Debrun, European Fiscal Board, discusses megatrends in public debt investing and a mass extinction of safe assets.
Saoirse Jones, Transformation Manager, Zurich, examines how investment teams at insurers can use tools at their disposal to achieve ESG results.
Investment teams at insurers must be aware of the added benefits and growing investment interest in US municipal bonds.
André Keller, Chief Investment Officer, Helvetia Insurance, discusses European insurance investment team trends for 2023.
Chris Palmer, Head of Illiquid Assets Origination, Phoenix Group, discusses which asset classes are the best opportunity in private markets.
Against this uncertain market environment, one thing is clear: what has worked for insurance asset owners in the past might not now.
Dominic Maier, Partner – Head of Fund Investing, AXA Venture Partners, discusses the good, the bad, and the ugly of secondary markets.
As January renewal period approaches, reinsurers express concern over inflation and other market conditions going into 2023.
“The difficulty lies not so much in developing new ideas as in escaping from old ones.” Insurers may wish to keep this observation in mind.
Catharina Richter, Head of Regulatory Management, Allianz SE, asks how insurance investors can implement an ESG strategy.
