David Walker

Chart of the Week - European CFOs' ongoing appetite for private markets investments

From infra to private credit and PE, CFOs' hunger shows little sign of abating

Fitch puts five Taiwanese lifers on negative ratings watches amid FX volatility

S&P Global also expects a hit to Taiwan's lifers' earnings but not their capital

Comment: Strangers on a train...discuss CIO's appetite for farmland, and the Zu-burudabedda

'Beyond bonds' - Lloyd's syndicates' taste for 'variable return' assets

Fixed income is not set in stone for Lloyd's syndicates' CIOs, who are also investigating more esoteric assets

S&P Global estimates 48% net FX mismatch at Taiwan lifers

Foreign-FX policies reduces larger gross FX mismatch, as volatility hits USD cross rate

Comment: Wise words for Lloyd's syndicates considering 'new pastures'

Insurance Asset Risk asked expert managers for their top advice to syndicates buying new asset classes

Helvetia and Mercer team up on global infrastructure for Swiss pensions

Launch of programme is slated for Q4

Comment: Will the world's next Sage of Omaha come from...Beijing?

NFRA head and other Chinese heavyweights detailed plans to protect Chinese markets

APAC Weekly - NFRA head and other Chinese heavy-hitters vow to fight Trump's tariff war

Beijing heavyweights also hold out possibility of next Sage of Omaha being a 'Sage from Beijing'

NFRA pushes sci-tech as destination for insurance funds

Li Yunze advocates orderly backing of unlisted sci-tech start-ups