Archive

The Trump administration as a Netflix drama: What happens in the next season?

Let's imagine the dying down of the tariff furore marks the end of the latest series, will tax-cuts and deregulation finally appear to offer insurers some light relief?

EM Corporate Debt: An Underappreciated Opportunity for Insurers?

Elisabeth Colleran, CFA, Portfolio Manager of Loomis Sayles' Emerging Market Debt Strategy, explores the implications of tariffs on EM economies and discusses how the broader EM landscape offers potential for diverse sources of growth, resilience and adaptability in the face of trade disruptions.

Insurers join EM climate change investment taskforce

Initiative designed to unlock private investment to tackle climate change risk in emerging markets

Manulife IM appoints global head and CIO of agriculture

Brent McGowan takes on role

L&G makes $50m private credit investment in Icelandic renewable power firm

Investment in national power company Landsvirkjun made on behalf of L&G's Institutional Retirement business

BaFin warns of credit risks as private debt holdings approach 30% at some insurers

German regulator plans focus on firms with heavy alternatives block, in 2025

Chart of the Week - European CFOs' ongoing appetite for private markets investments

From infra to private credit and PE, CFOs' hunger shows little sign of abating

Fitch puts five Taiwanese lifers on negative ratings watches amid FX volatility

S&P Global also expects a hit to Taiwan's lifers' earnings but not their capital

Investors are overlooking India, AllianzGI says

As world's largest democracy set to benefit from relocation of Apple's iPhone assembly operations

Comment: Strangers on a train...discuss CIO's appetite for farmland, and the Zu-burudabedda