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How German CIOs are doing well, in 'doing good'
21 December 2022Germany's CIOs are a fairly heterogeneous group, but one thing - or actually three - fairly unites them these days: E, and S, and G. And the theme stretches from Allianz, almost all the way 'down' to the smallest GA-minnow the country has to offer. David Walker reports
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Unbundling risk, liquidity and alternatives in Bermuda
14 December 2022On the back of the regulator's announcement of its intention to ramp up scrutiny on Bermudians' illiquid investments, insurers discuss their approach to alternative asset classes and the 'loose' concept of illiquidity. Vincent Huck reports
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Going with the floe - Nordic and Scandinavian CIOs' returns anything but glacial in 2021
14 November 2022While central and southern European CIOs were busy grinding out returns in tough markets, their Nordic and Scandinavian peers were flying, finds Dåvid Wälker
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The Big Reveal - insurers demand look-through...but reply in kind
08 November 2022CIOs might require fund managers to 'show what they've got', to examine holdings and reduce various Solvency II capital charges - but increasingly transparency is working both ways, David Walker unearths
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Insurance Asset Risk Americas 2022 conference round up
28 September 2022The conference was held in New York on 27 September and highlighted the pain ahead for insurance investors. Vincent Huck reports
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Arena Capital the smooth operator
19 September 2022High yield is usually associated with high risk. But Arena Capital is showing it need not be so—it has produced stellar returns for insurers in recent times and in doing so smoothed out some of the volatility associated with the asset class. Sarfraz Thind reports
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Hedge funds back in vogue
29 August 2022Derided for years by insurance investors, hedge funds are back in fashion. Could it be the revival of a beautiful friendship? Sarfraz Thind asks
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Life stakeholders find reasons to sing and dance about back book deals
11 August 2022Those evaluating and otherwise benefitting from back book sales - including asset managers - tell David Walker they like what they see
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Solving the 'cash-drag' problem
05 July 2022As low rates keep hitting lifers and claims inflation bites non-lifers, managers serving them tell David Walker a review can help decide whether strategic cash can be redeployed, for a more meaningful role
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Things might go wrong, but if we live to see another day, it's all good - GSAM's Siegel says
22 June 2022Mike Siegel, Global Head of Goldman Sachs Insurance Asset Management, discusses the asset manager's annual insurance survey results, why inflation is the canary down the coalmine, and the risk of recession on the horizon.