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 375 of 488 articles
Unpacking the investment opportunities in US Commercial Real Estate
  • Friday, Jun 25, 2021

John Murray, Head - Global Private Commercial Real Estate Investment, PIMCO, discusses the current state of CRE.

ESG and insurance: continuous improvement
  • Thursday, Jun 24, 2021

Aberdeen Standard Investments commissioned research across Europe’s five largest insurance markets: the UK, Germany, France, Italy and Switzerland.

How insurers can find opportunities for distressed debt investing
  • Thursday, Jun 10, 2021

Mikael Huldt, Head of Alternative Investments at AFA Insurance explores how Covid-19 has impacted distressed investing.

Case study: How Aspen is tackling liquidity needs amid a perfect storm of risks
  • Tuesday, Jun 08, 2021

Matthew da Cunha, Treasury Manager at Aspen, explains why insurance investors will need to hold more cash.

Cash dethroned: reallocation opportunities for insurers under Solvency II
  • Wednesday, May 19, 2021

Exploring the reallocation of cash holdings to potentially higher-yielding defensive assets.

Not to "D?" How about value-add real estate?
  • Tuesday, May 18, 2021

John Urban explores how a higher yield alternative is to invest in value-add real estate.

Matching global equity with the Social Development Goals
  • Thursday, May 13, 2021

Johannes Probst, Portfolio Manager Equities, Quoniam, disccuses putting SDG and return factors in an optimal relationship in the portfolio.

CIO view: why we’re not quite there on the reflation trade - yet
  • Tuesday, May 04, 2021

Anthony Minopoli, Chief Investment Officer, Knights of Columbus, discusses reflation and why it cannot be considered in a vacuum.

A stigmatised sector - our outlook for US hotel investment
  • Thursday, Apr 29, 2021

William Pattison, Head of Real Estate Research & Strategy at MetLife Investment Management, discusses US hotel sector for investors.

Insurance Multi-Asset Outlook - Rising rates: threat or opportunity for insurers?
  • Wednesday, Apr 21, 2021

Tim Antonelli and Daniel Cook argue that now may be an opportune time for insurers to adopt a more pro-risk stance.

Why Africa is a prime spot for insurance investors
  • Tuesday, Apr 20, 2021

Thabo Ncalo, Head of Investment Strategy Team, Old Mutual Life Assurance Company (SA), explores why Africa is a good fit for investors.

Case study: How Royal London developed a framework for monitoring RI managers
  • Friday, Apr 16, 2021

Catherine Chen, Responsible Investment Manager at Royal London, explores the challenges when it comes to evaluating ESG managers.

New research highlights the buy-side’s lack of agility to respond to market volatility
  • Wednesday, Apr 14, 2021

SimCorp and Chartis surveyed decision makers at investment managers about the importance of having a comprehensive view of their portfolios.

The events of the past year prove SaaS is the right tech
  • Monday, Apr 12, 2021

Technology providers heard from people in the insurance industry who were concerned about their systems keeping up.

The benefits and challenges of distressed debt investing for insurers
  • Monday, Apr 12, 2021

The advantages to be gained from distressed debt investing include capital efficiency, risk and return diversification, and high cash income.