Analysis

SFCR 2025 - The matching adjustment misfired, again, in Spain in 2024

Overall, the MA delivered a capital benefit to Spanish lifers using it in 2024. But that was not always the case, for the capital requirements of most of its users

How best to hedge - Schroders' wise counsel on FX risk and APAC insurers

After sharp intakes of breath by some Taiwan lifers as their dollar jolted 8% against the greenback over two days last month, Insurance Asset Risk asked Pedro Moura, head of Asia client solutions at Schroders, for advice on APAC insurers hedging FX risk.

Insurance Asset Risk EMEA 2025 round up: are markets optimistic or complacent?

Tariff watch: is the US at an inflection point?

Investors are split on whether the US economy has weathered the worst impacts of the White House's tariff rollercoaster or if there could be more to come

In defence of defence investments

AllianzGI clarifies its views on the interplay between defence investments and sustainable investments, and points the finger at the ambiguity of Article 8

Mayday! FX volatility hits Taiwan's lifers but no crash landings are forecast

When the Taiwan/US FX rate leaped 8% in two days last month, the same might well have happened to the heartrate of CIOs at life insurers, as David Walker examines

ESG fund outflows: a positive sustainability story

If recent media reports are to be believed, investors are legging it out of ESG and sustainable funds as the topic has now become toxic in the current political environment.

Chinese sci-tech? "This is a great time to buy!"

China's NFRA, PboC and CSRC are behind sci-tech and investors should take note

SFCR 2025 - Lapse risk keeps pressure up on Italian lifers in 2024

2023 may have been the peak of policyholders cashing in contracts early, but last year was not that much easier for Italian life insurers

Is the UK PRT market on course for another bumper year?

Insurance Asset Risk asks L&G's John Towner and Dom Moret