David Walker

• Ratings agencies warn of US tariffs' impact on European insurers' investments

  10 April 2025

  Agencies highlight sensitivity to financial market shocks amidst policy uncertainty

• LVM to halve CO2 footprint of listed shares and credit by 2029

  10 April 2025

  German insurer is partnering with EOS/Federated Hermes on engagement

• Manulife IM and Aberdeen spell out China's options after Trump's steep tariffs

  10 April 2025

  "Monetised stock market support" one possibility, says Aberdeen Investments

• 'Real' wars, and trade wars, keep geopolitics high on Lloyd's syndicates' risk-radars

  09 April 2025

  Conflict and resulting turbulence seem to beset all aspects of the 'world order', much to the ongoing dismay of syndicates, David Walker reports

  

• Comment - A good time for insurers to divest Japanese cross-shareholdings?

  09 April 2025

  In turbulent times, major Japanese insurers are trying to work out what price is fair, to unwind significant 'keiretsu'

• Comment: China's regulator picks one helluva day, to promote Chinese insurers' shareholdings

  08 April 2025

  The 'average' insurer will be able to have up to 30% in shares under new rules

• APAC Weekly - 'How to Spend It': Japan's authorities allocate most 'green bond' proceeds to climate adaptation

  08 April 2025

  Insurers are prominent lenders to Japan's local authorities through issues of green bonds

  

• Chinese regulator raises insurers' equity ratio limits and VC fund ceilings

  08 April 2025

  "National strategic emerging industries" are in the NFRA's sights

• Chinese regulator lays down rules for major PE investing by insurers

  07 April 2025

  The NFRA also called upon insurers to bolster their equity investment decision-making procedures

• M&G stuck entirely to fixed cashflow assets in MA portfolio in 2024

  07 April 2025

  Solvency UK rules would allow for MA assets to have just 'highly-predictable' cashflows