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Comment: Are US Treasuries a short-sale just waiting to happen?
03 February 2026Some insurers are falling out of love with US debt
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Kevin Warsh "very suited to the moment" as next Fed chair, says Mohamed El-Erian
02 February 2026Allianz chief economic adviser says Warsh inherits "a difficult situation and a divided Fed"
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Something rotten in the state of US debt - Danes 'dump Trump'
26 January 2026Mercurial politics, Fed independence and sheer indebtedness all play roles for Danish and Swedish CIOs ditching US debt
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Comment: Might Allianz's Oliver Bate win the next Nobel Peace Prize?
22 January 2026Allianz CEO might yet edge out US President, in award panel's decision
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Comment - Has the concept, or form, of 'political risk' had its day for CIOs?
15 January 2026Like so much else of investment theory, political risk is being turned on its head
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APAC Weekly - India's insurers bank on premium, and stockmarket, growth
02 December 2025New Delhi is urging the industry to meet government's 'insurance for all' ambitions
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SFCR 2025 - How private assets are 'having a moment' with Benelux CIOs
03 July 2025Solvency filings of Benelux insurers show a distinct liking among CIOs for directly-originated asset classes
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Chart of the Week - What Donald Trump could, or should have, learned from China Life AM
27 June 2025Affiliated asset manager examined effects on real GDP, exports and CPI of six trade tariff settings
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IAR Asia 2025: Audience pessimistic about most of the world's uncertainties
24 June 2025With some hopes that trade wars will recede
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Chinese sci-tech? "This is a great time to buy!"
29 May 2025China's NFRA, PboC and CSRC are behind sci-tech and investors should take note