Archive

Oil shocks and policy fog: Insurance investors face a market that won't behave

Insurance investors are balancing geopolitical uncertainty, inflation pressure and a market that appears increasingly disconnected from reality

Conning sticks to cautious asset approach as geopolitical shocks test markets

As well as widening spreads and scrutiny of private markets

War, oil and uncertainty keep the Fed in limbo, Conning says

Geopolitical hotseat: The same pace of drama can't continue for rest of year, Conning CIO says

Long-term fiscal position of the US a problem as debt level unsustainable

Conning CIO says Fed independence intact as Trump names nominee for Fed chair

Cindy Beaulieu unconvinced Powell will step down as a governor in May

Every bonus has its onus

What surprises does Autumn hold for US insurers?

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?

Tariff chaos could wipe out growth for year, but likely to be tempered by negotiations, Conning says

President Trump's announcement last week could represent "peak" of uncertainty caused by the current administration

CIO Interview: Conning worried the Fed is not paying enough attention to inflation

Insurance Asset Risk sat down with Cindy Beaulieu, Conning's CIO for North America, to discuss the recent presidential election, the effect a second Trump administration could have on insurers, and the prospects for asset classes and investment risk in 2025.

Europe vs the US in 2025: Which is the better placed to boom?

"Lost decade" of poor European equities is over according to DWS's new global CIO, but US could be better placed for growth