Archive

  • An irreversible shift: Insurance investment adapts to a world of climate extremes

    11 July 2022

    Tim Hodgson and Marisa Hallr consider how the need for sustainability and rejuvenation of our planet will impact insurers' investment purpose.

  • Solving the 'cash-drag' problem

    05 July 2022

    As low rates keep hitting lifers and claims inflation bites non-lifers, managers serving them tell David Walker a review can help decide whether strategic cash can be redeployed, for a more meaningful role

  • Things might go wrong, but if we live to see another day, it's all good - GSAM's Siegel says

    22 June 2022

    Mike Siegel, Global Head of Goldman Sachs Insurance Asset Management, discusses the asset manager's annual insurance survey results, why inflation is the canary down the coalmine, and the risk of recession on the horizon.

  • Winds of war prove further tailwinds for Generali Global Infrastructure

    09 May 2022

    The task Generali set itself to help 'rebuild Europe' after COVID-19, focused mainly on infrastructure, has arguably taken on extra importance - and opportunity - David Walker discovers

  • BlackRock: building the behemoth

    04 April 2022

    There are giants in the asset management world... and then, there is BlackRock. Daniel Dunay talks about growing the company and why it is the number one insurance asset manager in the world. Interview by Sarfraz Thind

  • M&G's focus on mortgages and consumer loans

    16 March 2022

    Russell Lee, head of insurance solutions, and Jerome Henrion, head of specialty finance, at M&G talk about the asset class characteristics and why it will continue to be a source of opportunities for insurers

  • War: A Day in the Life of a CIO

    02 March 2022

    Todd Hedtke, Allianz Life's CIO, talks about how the day Russia invaded Ukraine unfolded for him and his reactions to the seesaw moves in the market.

  • AAM, playing the long game

    28 February 2022

    John Schaefer, chief executive, says the insurance-focused asset manager will continue to maintain a client-first dictum. Sarfraz Thind reports

  • How optimising for Hong Kong RBC is music to a CIO's ears

    16 February 2022

    General accounts investments ideally work in harmony. Hong Kong's CIOs, the 'conductors' seeking such harmony, explain to David Walker approaching RBC rules require some 'GA fine-tuning'

  • Conning's scrabble bingo: AI, ESG, EMD, α

    09 February 2022

    Bringing AI to ESG in EMD may look like a hand in Scrabble, but as David Walker found out from Conning-owned asset manager Global Evolution, it's all about generating another letter: alpha