Analysis

  • Biden's Infla... Investment Reduction Act?

    05 September 2022

    The US Chamber of Commerce has criticised President Biden's Inflation Reduction Act, warning that it will "discourage investments" and "undermine economic growth", but do the means justify the ends when it comes to ESG? Abbie Wood finds out

  • Solvency II review rapporteur gets spiky with EIOPA

    31 August 2022

    European members of parliament are back from their summer holidays, and there promises to be a heated debate on Solvency II before the review even goes to trilogue. Vincent Huck reports

  • Hedge funds back in vogue

    29 August 2022

    Derided for years by insurance investors, hedge funds are back in fashion. Could it be the revival of a beautiful friendship? Sarfraz Thind asks

  • Investment horizon broadens in Asia as rates rise

    25 August 2022

    As rates finally rise again, new investment opportunities are gradually re-opening for the region's CIOs, as David Walker finds out

  • Residential on the rise

    23 August 2022

    Residential assets are a hot topic, but is the trend in conversation correlated to a trend in asset allocation? And do these assets really provide the inflation protection that some hope for? Abbie Wood asks

  • Convex surfing the volatility wave

    18 August 2022

    Theresa Patricios, head of investments at Convex, discusses the insurer's timely launch just before the pandemic and why it is uniquely placed to surf the current uncertainty in markets. Interview by Vincent Huck

  • Swimming with sharks

    16 August 2022

    From the cut-throat trading floor of the 'King of Wall Street' to the slow-moving insurance investment industry, Rip Reeves, soon-to-retire CIO at AEGIS Insurance, reflects on his career, today's challenges for CIOs, and making the move from 'firstborn' to 'ugly offspring'. Interview by Vincent Huck

  • Life stakeholders find reasons to sing and dance about back book deals

    11 August 2022

    Those evaluating and otherwise benefitting from back book sales - including asset managers - tell David Walker they like what they see

  • The Evolving CLO Regulatory Landscape

    09 August 2022

    Amnon Levy looks at the changes to the treatment of CLOs that are being considered by the NAIC and insurance regulators and questions their risk profile against equally rated corporate bonds - how do their lifetime risks stack up?

  • Pain relief - Sellers of life back books find their remedy

    04 August 2022

    Life CIOs once yearned for back book sales to reduce their yield-pain. But might higher interest rates do the same job, David Walker asks