David Walker

• Tokio Marine AM highlights market "increasingly expecting" more BoJ rate hikes

  29 July 2024

  Donald Trump has wielded a big rhetorical stick, on weaker yen

• Japan Post Insurance plans "restructure" of assets as country leaves zero-inflation

  29 July 2024

  Shares, infrastructure and property on lifer's wish-list

• China Life Investment backs infrastructure REIT listings, and national economy, in July

  26 July 2024

  Insurance AM Association of China reveals nearly 200 infrastructure investment plans launched this year

• Convex group's investment income soars as 93% fixed income focus pays off

  26 July 2024

  Bermudian insurer made "modest" additions to credit and equity positions last year, its FCR said

• Chart of the Week - Re/insurers ponder 'what if' about looming US elections

  26 July 2024

  Tokio Marine AM has set out four scenarios for November and the possible effects on key policy and economic variables

• Europe's insurers near peak GA exposure to borrowers in Washington DC

  25 July 2024

  Direct holdings of US central government debt in 2023 were rarely higher since 2017

• Comment: MS&AD treaded carefully in the minefield of unwinding its cross-holdings

  24 July 2024

  Other Japanese insurers will be wise to follow suit, in describing their 'unwinding' plans

• Tokio Marine announces JPY 57bn tender offer for strategic equity investment by Toyota

  24 July 2024

  Move follows similar announcement about cross-holdings yesterday at MS&AD

• APAC Weekly -Insurers tackle the age-old problem of getting younger staff

  23 July 2024

  From staffing ranks to customer bases, APAC insurers need youth on their side

• MS&AD reveals terms for unwinding strategic stake with Toyota

  23 July 2024

  Large non-life Japanese peers are also planning sell-offs of their own