Analysis

Emerging market debt a logical extension for insurers

The key driver for investing in emerging markets is the search for additional yield, and the hard-currency version seems a better fit for insurers' portfolio. But beware of the sovereign risks associated to some countries. Benedicte Gravrand reports

Stay sharp on infrastructure

Infrastructure debt has superior credit fundamentals to the corporate bond sector, says Clara Yan, insurance asset liability management director at UK-based asset manager Schroders

US insurers raise exposure to alternatives

US insurers are increasing their exposure to alternative investments at the expense of allocations to non-performing fixed income portfolios, reports Benedicte Gravrand

Convertible bonds shine brighter under Solvency II

Finding the sweet spot between the yield of an asset and its capital charge has become a core consideration for EU insurers. Convertible bonds may represent a golden opportunity, as Benedicte Gravrand reports

Asian infrastructure both an opportunity and challenge

Asian governments have been looking to spur private investment in infrastructure. But demand is somewhat restrained as tight supply and falling yields make it harder for insurance investors to access local deals. Sarfraz Thind reports