Analysis

  • Brick by brick: Unfolding diversification in US real estate

    18 March 2024

    Peter Teuscher, head of alternative investments at Zurich and CEO of Zurich alternative asset management and Sean Bannon, managing director and head of US real estate investments discuss what it means to be truly diversified in a real estate portfolio, and why it's better to be worried when everyone feels good, and to see opportunity when sentiment is poor.

  • Insurance Asset Risk investing in real assets 2024 conference round up

    14 March 2024

    Panellists discuss opportunities unlocked by regulation, highlighting sectors, geographies and assets they are considering investing in

  • Runway in sight for a 'Goldilocks' soft landing for US economy, insurers believe

    13 March 2024

    US insurers and their asset managers are hopeful a recession has been avoided, and though "landmines" persist, even areas suffering negative headlines such as real estate should deliver opportunities

  • Looking for a home for natural capital in insurers' investment portfolios

    12 March 2024

    Understanding new risks, a lack of asset managers able to service these types of investments at scale, and the question of where to include natural capital in the SAA are the hurdles insurers need to overcome, Danielle Brassel, director of responsible investment at Zurich Insurance Group, explains

  • Mutual gain - how the worlds of 'alts' and insurers can benefit both parties

    11 March 2024

    CIOs have not relinquished alternative investments as interest rates rose, leading David Walker to sit down with Max Davies, director, APAC Insurance, at Man Group, to discuss how 'alts' can dovetail with an insurer's needs

  • Solvency UK reforms will not be a revolution, but a soft evolution, PIC's CIO Rob Groves says

    06 March 2024

    In the second part of Insurance Asset Risk's interview with Rob Groves, the CIO of Pension Insurance Corporation (PIC) talks about the planned reforms to Solvency II in the UK. Will the proposals free his hand to invest in a wider spectrum of assets? Maybe not so much, but there is scope to do things differently.

  • Alternative insights, for insurance CIOs

    01 March 2024

    In discussion with Tom Kehoe, the Alternative Investment Management Association's global head of research & communications

  • The 2020 review of Solvency II in 24 pills

    27 February 2024

    Carlos Montalvo Rebuelta picks 24 issues to consider from the 2020 Solvency II review

  • Life sciences real estate flourishing but in need of careful tending

    26 February 2024

    Pandemic-induced awareness of biotech R&D combined with long-term demographic trends have put life sciences real estate in the spotlight, but investment here is both delicate

  • Will AI "obey" insurance investors, or "shall [regulator] be forced to disconnect"

    21 February 2024

    An Investec survey at the end of 2023 found that over 50% of systematic investors are using AI in their investing processes, but how are insurers and their asset managers using the technology today and how do they expect it to influence them in the future?