David Walker

Articles by David Walker

  • COTW - How outsourcing (and other GA) expenses landed Europe's insurers with a €67bn bill

    03 October 2025

    IM expenses are at eight-year peaks, with German and French CIOs paying (un)comfortably the most

  • Chart of the Week - Might insurance CIOs one day 'run out of assets to buy'?

    26 September 2025

    The investment landscape's a richer place, if you include private markets, proponents of directly-originated assets say

  • APAC Weekly: Are Australia's key regulators at odds over private markets investing?

    23 September 2025

    Australia's insurers are all at it. So, are their regulators up to it?

  • Chart of the Week - Calling all foreign-FX investments! (as cross-border GWP data reveals demand)

    19 September 2025

    Eiopa figures for cross-border premiums suggests a healthy market for Solvency II insurers going 'abroad'

  • APAC Weekly - Australians face up to reality of a catastrophic future as climate warms

    15 September 2025

    Bleak reading in nation's inaugural National Climate Risk Assessment

  • COTW: Getting out early - UK insurers wax lyrical on 'the trials of life', in lapse risk

    12 September 2025

    Sector did not speak as much about keeping GAs liquid to counter lapse risk, in 2024 SFCRs

  • APAC Weekly - The various drivers behind growth in Asia's state-backed reinsurers

    10 September 2025

    It is easy, yet wrong, to see all APAC's developing and mature economies as needing more insurance for the same reasons

  • Chart of the Week - The unstoppable rise of insurers buying PE, infra and alts

    05 September 2025

    Fund-based infrastructure investing in insurers' GAs has boomed by 344% since late 2017

  • APAC Weekly - Sompo flags more M&A even while its Aspen deal remains live

    02 September 2025

    Japanese group is offering $3.5bn for Bermudian non-lifer

  • COTW - European insurers, and their €63bn of investments, that APAC investors/insurers own

    29 August 2025

    Bermuda hit the headlines for M&A by APAC investors- but they've bought up well in Europe, too