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.
Globalisation – the rising interconnection of the world's economies and populations – is facing at least five different headwinds.
Todd Campbell, Chief Executive Officer, Builders Insurance Group, discusses what strategic decisions need to be taken to get the best results - and why you should be looking carefully.
Angel Oak Capital highlights the influx of US life insurance companies investing in residential mortgage loans and provides a market update on Non-QM loans.
It’s not surprising insurance companies are looking at ways to lock-in higher rates and match long-term liabilities. The surprise is their investment choices.
Experts from the world of insurance investment gathered to discuss the big issues affecting their day-to-day operations and long-term strategy – including the asset classes they’re watching.
Mahir Rasheed, Vice President, Senior Economist, Swiss Re and Matt Pitzer, Director, Private Markets, Shelter Insurance, explore how the drop off in office demand will affect the wider investment u...
Nizida Arriaga, Head of Fixed Income Investments, The Auto Club Group and Robert Cataldo discuss how market volatility impacted active management strategies.
Wellington Management’s Tim Antonelli explains why he sees reserve fixed income as the sweet spot for insurers and why there may be upside for equities.
Michela Bariletti, Chief Credit Officer, Phoenix Group, gives her views on the current macro-outlook for H2 2024 - covering elections, US fiscal debt, and market volatility.
As the hype recedes and the actual practicalities become more known, what are the potential uses in insurance asset management for generative AI?
Conning has revised its outlook on state credit quality to “Stable” from “Declining”, anticipating a return to prepandemic fiscal conditions.
A new government in the UK and France’s second round of parliamentary elections revealed surprises – but what will they mean for the state of Europe’s economy?
The UK Labour Party wins landslide victory after reaching out to big business and promising green investment – what was industry reaction?
Specialist insurer Convex has announced former GAM Investment staffer as its new Chief Investment Officer.
Could emerging market investment grade hard currency debt be an attractive option for insurers’ long-term investment portfolios?
