Archive

  • The calm before the storm: 'Investors should be worried'

    06 September 2017

    Some investors and analysts have been surprised by the calmness of financial markets at a time of political and economic uncertainty. Sarfraz Thind talks to seven senior investment professionals working with insurance assets about their prognosis for the future.

  • 'US growth will slow - EU, UK and emerging markets offer greater upside'

    12 June 2017

    JPMAM's chief strategist Stephanie Flanders says investors should be wary of US growth in the hunt for yield

  • Election result hangs uncertainty over markets

    09 June 2017

    The reversal of 10-year gilt yields to pre-election levels serves as an indicator of the uncertainty facing investors as the country embarks on EU exit negotiations.

  • The continued lure of equity

    26 May 2017

    Solvency II has punished equity investment with its 39% capital charge. But the SCR restrictions are bringing out a plethora of equity structures designed to appeal to insurers with lower volatility and capital charges. Is this enough to attract new investors? Sarfraz Thind reports

  • Strong rental growth in Germany attracts M&G

    22 May 2017

    Prudential's real estate business completes fourth purchase in German market this year

  • The Solvency II mandate race

    29 March 2017

    Solvency II has turbo-boosted the move to insurance asset outsourcing. Asset managers are beefing up their capabilities to win market share—but what can you do to make yourself stand out from the crowd? Sarfraz Thind reports

  • JP Morgan promotes insurance chief to lead institutional clients

    15 February 2017

    James Peagam fit for the role having worked with insurance clients

  • Stress test or eventuality: it's time to respond

    31 January 2017

    European life insurers should reassess their investment strategies in light of Eiopa's latest stress test, which exposed vulnerabilities to a plausible 'low-for-long' interest rate environment, writes JP Morgan Asset Management's Vladimir Zdorovenin.

  • Axa IMRA appoints head of Japan

    17 January 2017

    Yoshihiko Hayafuji joins with immediate effect, replacing Tetsuya Karasawa

  • New rules to prompt US asset reshuffle

    22 December 2016

    US insurance is on a collision course with one of its biggest risk capital changes in years. It is a significant change for the long-term asset allocation strategy of US insurers and could herald a reshuffle in the fixed income portfolio. Sarfraz Thind reports.