Analysis

  • Private credit beats PE for insurers' appetite for the first time in GSAM survey

    02 April 2024

    Goldman Sachs AM's latest annual insurance survey also reveals insurers' highest appetite for duration risk since the survey first ran 13 years ago

  • Three CIOs tackle the dilemma of accessing real assets via public versus private markets

    02 April 2024

    Insurance Asset Risk Investing in Real Assets 2024 conference explored opportunities in both markets

  • IAR Real Assets conference: Macro risk down, but complacence risk on the rise

    01 April 2024

    Insurers discussed the current macro-economic environment and implications for investing in real assets at Insurance Asset Risk conference

  • Infrastructure is still a good investment for insurers looking for stability, but beware of nuanced risks

    27 March 2024

    Three insurance investors discussed current investment trends in the infrastructure space at Insurance Asset Risk's 2024 investing in real assets conference

  • Making real assets net-zero takes real scrutiny

    26 March 2024

    Panellists at Insurance Asset Risk's Investing in Real Assets conference 2024 stress the importance of engagement and defining what makes an investment 'attractive'

  • IAR Real Assets conference: "Solvency II UK reform is not a free lunch"

    25 March 2024

    Insurers at the Insurance Asset Risk Real Asset 2024 conference hear what the regulator may "give them from one hand, and take away from the other" in reforming 'Solvency UK'

  • The world is a Japanese oyster at Prudential Financial international insurance

    20 March 2024

    Sara Bonesteel, chief investment officer for international insurance at the US headquartered insurers, discusses the investment set up and outlook for the year ahead

  • Brick by brick: Unfolding diversification in US real estate

    18 March 2024

    Peter Teuscher, head of alternative investments at Zurich and CEO of Zurich alternative asset management and Sean Bannon, managing director and head of US real estate investments discuss what it means to be truly diversified in a real estate portfolio, and why it's better to be worried when everyone feels good, and to see opportunity when sentiment is poor.

  • Insurance Asset Risk investing in real assets 2024 conference round up

    14 March 2024

    Panellists discuss opportunities unlocked by regulation, highlighting sectors, geographies and assets they are considering investing in

  • Runway in sight for a 'Goldilocks' soft landing for US economy, insurers believe

    13 March 2024

    US insurers and their asset managers are hopeful a recession has been avoided, and though "landmines" persist, even areas suffering negative headlines such as real estate should deliver opportunities