Analysis

  • Real demand - the rise and rise of infrastructure

    29 November 2021

    From Asia to Europe, insurers are united in their desire for more infrastructure investments. Amid such unabated demand, David Walker took stock

  • Inflation? "It's like ketchup in a bottle"

    25 November 2021

    Abbie Wood highlights five key trends for insurance investors in the post-COVID economic recovery, a menu dipped in ketchup.

  • Social investing - sandwiched between the E and the G

    23 November 2021

    Panellists discuss the 'forgotten' pillar of ESG at Insurance Asset Risk 2021 Americas conference. Sarfraz Thind reports

  • DAV's Schiller puzzled by some EC proposals in Solvency II review

    18 November 2021

    German actuaries tell David Walker of potential dissonance in different pronouncements that the EC has made about insurers' capital, including for 'green' investments, in its reform proposals for Solvency II

  • Infrastructure: a very American need

    16 November 2021

    US insurers have shown willingness to put money into infra - an exceptionally stable asset class. But they are being hamstrung by the antiquated regulatory capital structure in place. Sarfraz Thind reports

  • Net-zero outsourcing - will 'great minds think alike'?

    10 November 2021

    Net-zero insurers describe to David Walker a future of working only with asset managers that can show they are committed to the same goal

  • The Right Stuff - and the 500 asset managers that have it, for CIOs

    08 November 2021

    Europe's insurers have over 500 asset managers helping make their investments, new outsourcing research report reveals. David Walker surveyed the landscape and found many hands make for good work

  • A 100% charge on fossil fuels investments - capital punishment, or capital idea?

    04 November 2021

    More than 150 academics, economists and think-tanks are advocating a 100% capital charge on backing expanding and seeking fossil fuel reserves. Finance Watch, co-ordinator of an open letter explaining it, spoke with David Walker

  • Net-zero on a transatlantic journey

    01 November 2021

    The concept of net-zero investment portfolio is slowly reaching US shores. Abbie Wood takes the pulse of insurance investors' approach to the idea.

  • IAR Americas: Cautious optimism in credit markets

    27 October 2021

    Since the health crisis of COVID-19 snowballed into an economic crisis, credit markets have seen their base shaken, but insurers retain some confidence, not without caution though. Vincent Huck reports