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Did the Fed kill the bond market?

Did the Fed kill the bond market?

Hopes were high at the end of March for investors to profit from the Fed's QE intervention and access a rejuvenated credit sector. The once-in-a-lifetime returns have, however, swiftly disappeared, and investors are back to staring at the ghost of bond market past. So what next? Sarfraz Thind reports

Market Insight

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Roundtable

Private equity and infrastructure opportunities

Private equity and infrastructure opportunities

In the second part of this Insurance Asset Risk / Russell Investments roundtable, insurers discuss their views on private equity and infrastructure opportunities, in light of regulatory incentives to making investments.

Spotlight: Dislocated Markets

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Seeking the Silver Lining in Today's Credit Markets

Seeking the Silver Lining in Today's Credit Markets

A tactical approach across the credit spectrum should offer attractive opportunities for insurers. Learn why we think focusing on higher-quality credits and shifting to pockets of dislocation makes sense now.

Governments' Ways Means higher inflation

Governments' Ways Means higher inflation

The COVID-19 crisis has resulted in unprecedented monetary and fiscal stimulus. The article considers how this may increase inflationary pressures, and approaches that insurers can use to mitigate this.

Insurance Asset Risk Awards 2020 - UK & Europe

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Real solutions when insurers need them most

Real solutions when insurers need them most

Michele Gaffo, Global Head of Insurance Coverage at DWS and Head of EMEA for DWS's Alternative Investment Specialists, explains the appeal of real assets for insurers and shares his outlook on the market.

A star performer

A star performer

Richard Sarsfield, European head of insurance at Morgan Stanley Investment Management, discusses the investment manager's approach to equity and fixed income investing, its holistic ESG approach and the 2020 economic outlook

An insurance toolkit for managing climate risk

An insurance toolkit for managing climate risk

Wellington Management's insurance portfolio strategist, Tim Antonelli, explains why insurers are increasingly concerned about climate risk, and how the asset manager's analytical approach can help manage this threat.

The attraction of emerging markets

The attraction of emerging markets

Richard Glenn, head of EMEA Insurance Distribution and Strategy at Invesco, says there is rising interest from insurers in emerging markets assets - and with good reason as they can offer diversification benefits, whilst potentially increasing risk-adjusted returns.

Focus on the USA

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Investing in the midst of pandemic and civil unrest

Investing in the midst of pandemic and civil unrest

Aware Asset Management is based in Minnesota, which has been caught in the storm this month. Post-pandemic and an explosion of civil anger at the death of George Floyd marks an even more vituperative crisis for the US. The asset manager shares its views on the current events. Sarfraz Thind reports

Events

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