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Equities exposures - feast, then famine, for Europe's CIOs

Equities exposures - feast, then famine, for Europe's CIOs

Whether they love them or hate them, Europe's CIOs hold shares, directly and in funds they came to about one-fifth of their GAs in Q3 2023. Appreciating or reviling the exposure may rather depend on the year, David Walker reports

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Infrastructure debt: An essential ingredient

Infrastructure debt: An essential ingredient

With inflation returning and investors on the hunt for stable yields, insurance companies should explore how an infrastructure debt allocation can support their investment strategy.

Spotlight: Emerging markets

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The many forking paths in Asia's net-zero transition

The many forking paths in Asia's net-zero transition

Financing the energy transition across Asia is often described as one uniform path whose trajectory differs from Europe's and North America's due to APAC's fossil fuel reliance. But there may be as many paths taken within APAC as there are nations involved, David Walker finds

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