Archive

  • The US battles against ESG

    22 May 2023

    US climate change politics have hit a turning point. What started off as mild disgruntlement against woke investing now looks to have turned into an all-out war by right-leaning states against climate siders. It is enough to make the head spin. Sarfraz Thind reports

  • US insurer asset growth saw significant slowdown in 2022

    09 May 2023

    But life insurers continued to pour money into illiquid assets

  • The return to the promised land

    20 March 2023

    After a decade of eking out pitiful returns on their traditional fixed income assets insurers are finally seeing the return of higher interest rates. Will this herald a shift out of risky assets? A recent publication by the NAIC outlines the possibilities. Sarfraz Thind reports

  • NAIC's CLO regulation proposals show divisions in the market

    03 March 2023

    Regulators met this week with no positive outcome on discussions

  • CLO recoveries will be significantly lower in next recession, NAIC says

    06 January 2023

    But overall insurer exposure to CLOs remains small

  • NAIC unpacks volatile 2022 with a recession still to come

    22 December 2022

    Soaring inflation, inverted yield curves, gapping credit spreads—it was a tough year for investors

  • Chart of the week - Quarter-by-quarter transparency into market risk elements

    28 October 2022

    Danish general insurer gives unrivalled public details on market risk SCR since 2019

  • US insurers held $295bn in HY bonds last year

    24 October 2022

    Close to highest level in decade as markets recovered from pandemic

  • US insurers grew equity assets by 21% in 2021-- just before the market slump

    11 October 2022

    Equities have fallen 25% this year as inflation, rates ravage market

  • PE-owned insurers assets mostly in line with industry, NAIC finds

    23 September 2022

    Sector showed lower concentrations of alternatives and stocks than average