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Is winter coming? Allianz’s US CIO ponders the market

Is winter coming? Allianz’s US CIO ponders the market

Allianz’s US CIO Todd Hedtke has three main economic concerns right now—low rates, volatility and credit. He talks about the macro environment and how he is navigating the insurer’s path through potentially inclement weather. Interview by Sarfraz Thind

How low and how long?

How low and how long?

Low interest rates are here to stay, might be the only consensus in the insurance investment market right now. But how low and how long will they stay remains an unanswered question. A panel of two economists and a consultant tried to provide some answers. Vincent Huck reports

Market Insight

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Rethinking insurance investment: can we make the complex simple?

Rethinking insurance investment: can we make the complex simple?

Insurance investment today is challenging, thanks to a confluence of low yields, growing regulatory requirements and increasingly diverse balance sheets. New assets, strategies and partnerships have the potential to help insurers cut through this complexity and deliver sustainable solutions.

Comment: Cover this govvy which I may not behold

Comment: Cover this govvy which I may not behold

The momentum around responsible investing will achieve nothing if insurers don’t address the bulk of their investment holdings namely government bonds, Vincent Huck writes. The 17th century French playwriter Molière has his say, too.

Spotlight: Capital optimisation

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The role of investing in capital optimisation

The role of investing in capital optimisation

Insurance companies have traditionally focused most on balance sheet liabilities, with investment assets often overlooked opportunities – strategies now exist that allow insurers to create capital-efficient investment portfolios to enhance yield, improve returns, and optimise capital.

Finding the holy grail

Finding the holy grail

With low interest rates impacting solvency ratios, insurers are looking for the holy grail of high yielding assets which do not require higher capital charges. Vincent Huck reports

Analysis

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Sunny side up at Pacific Life

Sunny side up at Pacific Life

Tod Nasser is in charge of Pacific Life’s $53bn fixed income portfolio. While the rest of the market appears bedevilled by change and uncertainty, he is positive for now. Indeed, looking at the liquidity situation, buoyant corporate earnings and the health of the US consumer, it certainly is not as risky a world as it was before the financial crisis. Sarfraz Thind reports

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