Archive

  • Comment: Are US Treasuries a short-sale just waiting to happen?

    03 February 2026

    Some insurers are falling out of love with US debt

  • Kevin Warsh "very suited to the moment" as next Fed chair, says Mohamed El-Erian

    02 February 2026

    Allianz chief economic adviser says Warsh inherits "a difficult situation and a divided Fed"

  • Something rotten in the state of US debt - Danes 'dump Trump'

    26 January 2026

    Mercurial politics, Fed independence and sheer indebtedness all play roles for Danish and Swedish CIOs ditching US debt

  • Comment: Might Allianz's Oliver Bate win the next Nobel Peace Prize?

    22 January 2026

    Allianz CEO might yet edge out US President, in award panel's decision

  • Comment - Has the concept, or form, of 'political risk' had its day for CIOs?

    15 January 2026

    Like so much else of investment theory, political risk is being turned on its head

  • APAC Weekly - India's insurers bank on premium, and stockmarket, growth

    02 December 2025

    New Delhi is urging the industry to meet government's 'insurance for all' ambitions

  • SFCR 2025 - How private assets are 'having a moment' with Benelux CIOs

    03 July 2025

    Solvency filings of Benelux insurers show a distinct liking among CIOs for directly-originated asset classes

  • Chart of the Week - What Donald Trump could, or should have, learned from China Life AM

    27 June 2025

    Affiliated asset manager examined effects on real GDP, exports and CPI of six trade tariff settings

  • IAR Asia 2025: Audience pessimistic about most of the world's uncertainties

    24 June 2025

    With some hopes that trade wars will recede

  • Chinese sci-tech? "This is a great time to buy!"

    29 May 2025

    China's NFRA, PboC and CSRC are behind sci-tech and investors should take note