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In defence of defence investments
05 June 2025AllianzGI clarifies its views on the interplay between defence investments and sustainable investments, and points the finger at the ambiguity of Article 8
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Mayday! FX volatility hits Taiwan's lifers but no crash landings are forecast
04 June 2025When 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
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ESG fund outflows: a positive sustainability story
02 June 2025If 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.
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Chinese sci-tech? "This is a great time to buy!"
29 May 2025China's NFRA, PboC and CSRC are behind sci-tech and investors should take note
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SFCR 2025 - Lapse risk keeps pressure up on Italian lifers in 2024
28 May 20252023 may have been the peak of policyholders cashing in contracts early, but last year was not that much easier for Italian life insurers
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Is the UK PRT market on course for another bumper year?
26 May 2025Insurance Asset Risk asks L&G's John Towner and Dom Moret
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SFCR 2025 - French insurers win out from buying into alternatives in 2024
22 May 2025Non-mainstream classes now make up to one-quarter of investment returns, some firms say
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Is the future of equities in the Old World?
21 May 2025The US has been the king of equities for a long time - but recent policy has made that crown unsteady. Is Europe about to accede?
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The Trump administration as a Netflix drama: What happens in the next season?
19 May 2025Let's imagine the dying down of the tariff furore marks the end of the latest series, will tax-cuts and deregulation finally appear to offer insurers some light relief?
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'Beyond bonds' - Lloyd's syndicates' taste for 'variable return' assets
15 May 2025Fixed income is not set in stone for Lloyd's syndicates' CIOs, who are also investigating more esoteric assets
- Ready, Steady, CLO: Solvency II Reform & the Case for AAA CLOs
- Chart of the week: Chinese state insurers' investment returns jump after year of equity push
- S&P warns SII reforms could spur more private credit investments
- Insurers' unique position in the finances of climate risk
- AllianzGI announces $270m close of APAC infra credit fund
- PGIM hires new head of insurance from Blackstone
- Allianz takes 51% stake in German battery storage platform
- NA lifers resilient in face of hypothetical private credit market stress, S&P Global Ratings says
- German insurers welcome seismic pension reform - with caveats
- AllianzGI highlights remuneration transparency concerns in Swedish AGM decision