Analysis

  • Winds of war prove further tailwinds for Generali Global Infrastructure

    09 May 2022

    The task Generali set itself to help 'rebuild Europe' after COVID-19, focused mainly on infrastructure, has arguably taken on extra importance - and opportunity - David Walker discovers

  • Forward-thinking - what's on the mind of Teddy Au Yeung, China Taiping Life's CFO

    04 May 2022

    From the reality of C-Ross Phase II to considering virtual reality for recruitment and claims assessment, Chinese CFOs have lots on their minds, as David Walker found out speaking with China Taiping Life's Teddy Au Yeung

  • A match, a spark! - the MA ignites UK lifers' investment appetites

    02 May 2022

    The MA has given UK lifers about £400bn of capital benefit since 2016 - and more fruitful use of it to invest in the real economy could yet come, if HM Treasury's proposals are enacted. David Walker investigates

  • CFO interview: navigating China's regulatory and growth currents

    29 April 2022

    As chief financial officer at AIA Life Insurance in China, Leo Ng is used to being the fastest-growing unit of the Australasian insurance giant. He tells David Walker of the opportunities, and challenges, in Mainland China.

  • China's Insurance Industry (almost) in eight charts

    27 April 2022

    David Walker draws on diverse data sources, to chart eight exhibits that give glimpse into the insurance industry of the world's most populous country and second largest economy

  • Reasons to be cheerful as US CIOs doubly thankful for property's yield and inflation protection

    25 April 2022

    Four Insurance CIOs describe at the Insurance Asset Risk 2022 real asset conference how they moved into real assets primarily for yield, but now see the asset class as a great hedge against inflation, too. Vincent Huck reports

  • Allianz sees promise, in a life of less promises

    22 April 2022

    Once, lifers gave CEOs headaches and ate up their capital. But now, David Walker finds, it's their CEOs hungry for more, in a 'capital-lite' world

  • 'R': the answer to the Ultimate Question of Life, The Universe, and Everything (insurance)?

    20 April 2022

    Two economists disagree on current levels of recessionary risk during the Insurance Asset Risk 2022 Real Assets conference. Vincent Huck reports

  • Ratings agencies have 'positive outlook' on China's C-Ross Phase II

    18 April 2022

    Fitch and Moody's tell David Walker Phase II new rules may lower average solvency ratios, but they will lift risk- and capital management, including for investments, at insurers

  • Lloyd's syndicates reveal investment fortunes - or lack thereof - in 2021

    13 April 2022

    From low rates to rising inflation, ESG to net zero, syndicates' CIOs have their hands full in 2022. David Walker reports