David Walker

Articles by David Walker

  • Charts of the Year - A dozen charts that encapsulated 2023 for the world's insurers...

    29 December 2023

    From inflation to high interest rates, Solvency II reform to ESG, Insurance Asset Risk selects 12 charts to sum up the past year...

  • Chart of the Week - Lapse risk hits European unit-linked business in 2023

    22 December 2023

    EIOPA sheds light on levels of lapse risk, and investment activity, for lifers' unit-linked policies since 2021

  • Direct action - Asset origination moves centre stage in re/insurers' investment plans

    20 December 2023

    From backing BPAs to enhancing investment yields, directly-originated assets, and the managers able to source them, are finding favour among re/insurers worldwide, David Walker discovers

  • Chart of the Week - What Apollo earns in fees for helping Bermuda CIOs (and, separately, ancient Greeks)

    15 December 2023

    Apollo Global Management is in a growing phalanx of asset experts coining it in, by originating investments for Bermudian re/insurers

  • Chart of the Week - Luxembourg regulator plans 'Liz Truss buffer' for LDI funds

    08 December 2023

    CSSF stops (just) short of naming Liz Truss and Kwasi Kwarteng in its plans

  • Chart of the Week - Bermudian re/insurers go green, with help from outsourcing partners

    01 December 2023

    ESG and climate-aware investing are topics that unite otherwise diverse appetite of Bermuda's CIOs - or very soon will

  • Chart of the Week - Solvency of Bermudian insurance groups, and why it matters for their GAs

    24 November 2023

    Solvency cover was adequate at Bermuda's re/insurers in 2022 - on average, at least

  • Comment - Do Bermuda's CIOs earn too much?

    22 November 2023

    Insurance Risk Data analysed the CIOs' pay-packets in a chapter of its research listing over 100 names of investment decision-makers

  • Comment: What (and when) Bermuda's re/insurers pay hedge fund managers

    21 November 2023

    Details of service agreements between 117 re/insurers and 87 managers are in Insurance Risk Data's latest Bermuda outsourcing report

  • Comment - More money than God? Manulife delivers Michael Hintze (perhaps) his biggest payday

    17 November 2023

    As CQS is bought by Manulife IM, one wonders 'are hedge fund managers paid too much'?