Analysis

  • RE debt investors watchword for 2025?: 'Uncertainty'

    21 April 2025

    Audience at Insurance Asset Risk's Investing in Real Assets Conference 2025 in London hears that tentative RE rebound has stalled - thanks to geopolitics

  • How to make infrastructure investments in an over saturated market? Diversify!

    17 April 2025

    Emerging markets are an increasingly wise prospect, IAR's recent Investing in Real Asset Conference in London has heard

  • Japanese lifers looking for a beacon in the equity markets storm

    16 April 2025

    With trade wars sending markets haywire, and equities being the highest risk in insurers' investment portfolios, investment and risk teams are holding firm, in the hope of a window of blue sky

  • Downturn will reveal who has been swimming naked in private markets, CIO of Convex says

    14 April 2025

    David Dowsett, chief investment officer at Convex Insurance, sat down with Insurance Asset Risk, in a week that saw a market meltdown induced by President Trump's short-lived plan for global tariffs.

  • CIO Interview: From oil driller to sustainable chief investment officer

    10 April 2025

    Retiring NN chief investment officer Jelle van der Giessen reflects on his 30-year career

  • 'Real' wars, and trade wars, keep geopolitics high on Lloyd's syndicates' risk-radars

    09 April 2025

    Conflict and resulting turbulence seem to beset all aspects of the 'world order', much to the ongoing dismay of syndicates, David Walker reports

  • Future looked murky, investors say - even before Trump tariffs

    07 April 2025

    Speakers at Insurance Asset Risk's recent Investing in Real Assets conference in London warned that mixed messaging from the White House and the Federal Reserve was creating headaches for investors

  • Conning maps out landscape and attractions of esoteric ABS for insurers

    03 April 2025

    From music royalties to container leases, data centres to aircraft leases, esoteric ABS has something to offer every insurer

  • 'Even bigger than Allianz' - An $11.2trn 'general account' in Europe prepares to tackle climate change

    02 April 2025

    To help private re/insurers, and society, face down global warming, Europe's governments are increasingly backing public re/insurers, David Walker finds

  • IAR Real Assets roundup: Volatility and slow growth threaten vibrancy of sector

    31 March 2025

    With much of the uncertainty issuing from the White House