Analysis

Asia - how to keep calm in a storm

Asia - how to keep calm in a storm

Asian insurers were the first to suffer from COVID-19, including in their general account investments, but industry practitioners and analysts see a robust industry navigating seemingly endless low rates. David Walker reports

"The beauty of real estate is you got time"

M&G Real Estate head of investment strategy Jose Pellicer talks about the future of offices, how that might impact the landscape of our city centres and the investors' allocation into real estate. Interview by Vincent Huck

Germany's ZZR remains a conundrum for insurers

Germany's ZZR remains a conundrum for insurers

Calculating pay-ins in Germany's Zinszusatzreserve (ZZR) was overhauled in 2018 to reduce pressure on German insurers to build the reserve too quickly by selling valuable investments just to satisfy mandatory contributions. Has the reform been just a 'one-year wonder'? David Walker investigates

Brexit or low interest rates: Chesnara knows the answer

Brexit or low interest rates: Chesnara knows the answer

The year has been volatile and ugly. And just when it is shaping towards an end, another unwelcome friend has re-entered the fray: Brexit. However, UK insurer Chesnara's CEO says Brexit is not the worst thing to be worried about right now.

IAR Survey: Active versus passive, where do insurers stand?

IAR Survey: Active versus passive, where do insurers stand?

As passive strategies have risen in popularity over the years, active managers have argued that their value would be apparent in times of crisis - if COVID-19 was the perfect scenario, have they delivered? And where do insurers and their "long time horizon" investing fit in the debate? Vincent Huck reports

Sunlife CIO on the art of catching flying daggers

Sunlife CIO on the art of catching flying daggers

COVID-19 was the 'known unknown' that Randy Brown, CIO at SunLife, has been preparing for the best part of the last five years. So, when markets went into turmoil in H1 2020 the only question that remained was one of timing: when to catch the falling knife? Interview by Vincent Huck

US insurers timidly assessing climate risk

US insurers timidly assessing climate risk

From increasingly fierce wildfires in California to recurring hurricane hits to the country's southern and eastern seaboards, US insurers are only too familiar with some intensifying effects of climate change, but are they doing anything about it? David Walker takes the temperature.