Analysis

Equities exposures - feast, then famine, for Europe's CIOs

Equities exposures - feast, then famine, for Europe's CIOs

Whether they love them or hate them, Europe's CIOs hold shares, directly and in funds they came to about one-fifth of their GAs in Q3 2023. Appreciating or reviling the exposure may rather depend on the year, David Walker reports

The US battles against ESG

The US battles against ESG

US climate change politics have hit a turning point. What started off as mild disgruntlement against woke investing now looks to have turned into an all-out war by right-leaning states against climate siders. It is enough to make the head spin. Sarfraz Thind reports

US debt ceiling drama strikes again

US debt ceiling drama strikes again

Grubby politics are again featuring as the spoiler for financial market equilibrium. The US debt ceiling standoff seems to be an annual affair—but this one looks a lot more serious than those in the past. Sarfraz Thind reports

CNP Assurances' philosophy of 'investing meaningfully'

CNP Assurances' philosophy of 'investing meaningfully'

In the third and final part of this series, chief investment officer Olivier Guigné discusses the French insurer's approach to sustainability investing and why biodiversity needs to become an economic necessity. Interview by Vincent Huck

Getting real about sustainable assets?

Getting real about sustainable assets?

Panellists at Insurance Asset Risk's real asset conference 2023 debunk the idea of a 'greenium' and praise a widening of the real asset sustainability investment universe. Josh Adcock reports.