Analysis

  • Investing in the US renewables market this year? It will pay to think niche

    04 February 2026

    Generali's Infranity is aiming to invest €600m in US renewables in the coming years, despite the White House's current anti-green stance

  • Geopolitical hotseat: The same pace of drama can't continue for rest of year, Conning CIO says

    02 February 2026

    Long-term fiscal position of the US a problem as debt level unsustainable

  • It's still early innings for Alt IM-owned insurers - what's their play?

    28 January 2026

    Fitch Ratings warns of "elevated losses" if the credit cycle turns and discusses "esoteric" investments

  • Something rotten in the state of US debt - Danes 'dump Trump'

    26 January 2026

    Mercurial politics, Fed independence and sheer indebtedness all play roles for Danish and Swedish CIOs ditching US debt

  • 'Life re'- Europe's €560bn booming business

    21 January 2026

    As funded reinsurance of life liabilities takes off, analysis reveals the enormous extent of 'life re' since Solvency II began

  • Leverage and liquidity in private markets: The new frontier for evergreen funds

    19 January 2026

    By Stephen Marsh, Head of Investment Oversight, Lloyd's

  • Outsourcing RT series: Part IV, The future for outsourcing

    15 January 2026

    Insurers give an insight into the primary ways they expect the practice of outsourcing, and the nature of relationships of manager to CIO will change

  • Non-lifers' appetite for private assets will grow in 2026, BlackRock says

    14 January 2026

    Insurers need to recognise long-duration nature of data centres and artificial intelligence

  • Comment: The NAIC's vision for investment oversight takes shape

    12 January 2026

    By Bridgeway Analytics Amnon Levy

  • Can you measure productive finance?

    07 January 2026

    L&G discusses its recent £2bn commitment to invest in UK productive assets by 2030, and the important role of 'vision' in local government