Analysis

• Investing £25bn in infrastructure not so easy for UK insurers

  29 June 2015

  Increased competition, compressed spreads on debt, construction risk and regulatory charges are just some of the factors that have helped to crimp progress on an ambitious programme of infrastructure investment that six UK insurers committed to in 2013. Mark Nicholls explains

• The bond market isn't a one-way bet

  24 June 2015

  Prepare for a very bumpy ride in the markets over the next few weeks, Kerry Craig advises

• Vermeir: "It took us one and a half years to prepare for infrastructure investing"

  19 June 2015

  Group head of investments at Ageas, Wim Vermeir, talks to Hugo Coelho about the pluses and minuses of investing in infrastructure loans, including proposals to revise the capital charges under the impending Solvency II regime

• LV= spices up traditional investments with commercial mortgages

  11 June 2015

  The vast bulk of LV='s assets are managed externally and produce solid returns but, as it looks for extra yield, the UK's largest friendly society is building up its commercial mortgage investments. Mike Leonard, investment solutions manager, talks to IAR

• Insurers and regulators still at odds over infrastructure investment

  05 June 2015

  Insurers' investment in infrastructure has stalled in the face of legal uncertainties over long-term commitments, proposed Solvency II capital charges that seem too high to the industry and growing competition for infrastructure assets. Sarfraz Thind explains

• Insurers should be nimble and flexible in fixed income

  26 May 2015

  After decades of a bond bull market and six years of central bank liquidity measures, is the fixed-income bubble bursting? Prashant Sharma examines what this would mean for insurers' portfolios, historically heavily weighted towards this asset class?

• German insurers face crunch on guaranteed products

  20 May 2015

  German insurers are struggling to meet guaranteed rates on life insurance products when returns on traditional investment assets are so paltry. How big a drain on capital is the mismatch producing and what's being done to ease this? Sarfraz Thind explains

• Allianz CIO prepares for post-QE volatility

  14 May 2015

  Andreas Gruber, CIO of Allianz, handles one of the biggest insurance investment portfolios in the world. Here he talks to Sarfraz Thind about the structure used to support multiple regions and assets, the attractions of illiquid assets and being ready for when the bubble bursts at the end of quantitative easing

• Asian insurers step up European real estate investments

  06 May 2015

  The safe haven status of Europe and deregulation at home are major spurs; London is a favoured target. Joe Valente explains

• The challenge of hedging under the volatility adjustment

  29 April 2015

  The multiple factors used to calculate the Solvency II risk-free rate when using the volatility adjustment (VA) render it almost impossible to hedge perfectly while maintaining capital efficiency, but that in turn creates an opportunity for value-added asset-liability management, says Paul Fulcher