Analysis

  • IAR Americas: Building bridges between public and private

    25 October 2021

    Fireside chat with David Agnew, director of government affairs for Macquarie, and former director of intergovernmental affairs for President Obama

  • Prudential versus accounting balance sheets - and their investment implications

    21 October 2021

    Panellists tackle accounting and IBOR developments during the Insurance Asset Risk 2021 EMEA conference. Vincent Huck reports

  • Road to sustainability not as straight as Route 66

    18 October 2021

    The journey to sustainable investing will be longer and more arduous for US insurers than those in other geographies given the plethora of smaller, under-resourced companies in the country. Sarfraz Thind reports

  • CIO interview: Illiquidity irrelevant, it's the complexity that matters

    13 October 2021

    Anup Agarwal, CIO at Global Atlantic Financial Group, discusses trends in illiquid markets on the back of COVID-19, and why complexity is more important than illiquidity. Interview by Vincent Huck

  • Inflation not as much of an issue as rates

    12 October 2021

    Panellists at Insurance Asset Risk 2021 Americas discuss inflation risk, and their hope for a rise in rates. Vincent Huck reports

  • IAR Americas: Post-pandemic investment lessons part II

    07 October 2021

    Insurers discuss the growing importance of private markets in their portfolio at Insurance Asset Risk Americas 2021 conference. Compiled by Abbie Wood.

  • Fossilised investments

    05 October 2021

    The US insurers' portfolios remain heavily skewed to oil, gas and coal assets. Even as the clamour for net-zero grows, where is the insurance business going with fossil fuels? Sarfraz Thind reports

  • Comment: A good compromise is one where no one is happy

    29 September 2021

    Carlos Montalvo Rebuelta analyses the European Commission's proposals for the Solvency II review, in particular those changes that have been flying under the radar of public debates.

  • Real estate debt, not out of the woods yet

    27 September 2021

    While real estate debt portfolios have performed well in the last 18 months, investors are acutely aware that their life support in the form of QE programmes is reaching its limit. So what next? Vincent Huck reports

  • IAR Americas: Post-pandemic investment lessons

    22 September 2021

    Insurers share their lessons from the pandemic and its impact on markets at Insurance Asset Risk Americas 2021 conference. Compiled by Abbie Wood.