Mike Siegel, global head of Goldman Sachs Insurance Asset Management, discusses the asset manager's annual insurance survey results, why inflation is the canary down the coalmine, and the risk of recession on the horizon.
Swiss Re's chief economist Europe, Charlotte Müller told the audience at Insurance Asset Risk's 2022 EMEA conference to expect a recession, but not all speakers agreed. Abbie Wood reports
The debate on whether current inflation is a transitory phenomenon or a structural shift came to life at Insurance Asset Risk EMEA 2022 conference, where panelists discussed potential investment implication of each scenarios.
The conference was held in London on 13 June and highlighted how investment opportunities still abound for insurers in an environment of heightened volatility and a bleak macro outlook for the coming months. Vincent Huck reports
David Czerniecki, chief investment officer at Nassau Financial Group, in the second part of a two-part interview, discusses the current environment of inflation, rising rates and a potential recession, and how these impact today's investment decisions
David Czerniecki, chief investment officer at Nassau Financial Group, discusses in the first part of a two-part interview, his focus since joining the group in 2019, and how to hold your breath through a global pandemic.
Mike Siegel, global head of Goldman Sachs Insurance Asset Management, discusses the acquisition of NN IP - the single largest acquisition Goldman Sachs has made since 2000. Interview by Vincent Huck
Late last year Generali predicted that "our social and economic lives will slowly normalise in 2022", and described the threat of stagflation as "overrated". Russia's invasion of Ukraine in February scuppered any chance of that normalisation.
Volatility, volatility everywhere and not a time to think. Guardian Life's CIO, Jean LaTorre, is dealing with what could be an unprecedented year of market storms, just two years into the job. Sarfraz Thind reports
Moving from fossil fuels to renewable energy is a transition filled with tumult as investors are mired in questions of renewable capabilities and 'just transitions', the audience at Insurance Asset Risk Real Asset 2022 conference hears. Abbie Wood reports