Analysis

  • CIOs prepare for 'symmetric warfare' over listed shareholdings

    18 January 2023

    Europe's regulators are discussing almost doubling how far they allow the equities 'symmetric adjustment' to fluctuate. David Walker examines the implications for CIOs' capital consumption

  • Comment - Does a CIO need to be 'truly' brave?

    16 January 2023

    Investing can take a steely nerve, but David Walker explores why it sometimes also requires true bravery

  • Zurich's surprisingly optimistic 2023 outlook after dire year

    11 January 2023

    Guy Miller, chief market strategist at Zurich, discuss the insurer's 2023 outlook as the WEF publishes its annual global risk report. Interview by Vincent Huck

  • Going off-piste - how French CIOs are embracing alternatives

    10 January 2023

    As French insurers venture 'off-piste' in their general accounts, David Walker examines if the 'black runs' of alternative asset classes will be simply exciting - or could break a leg or two

  • Comment - Why stranded assets (already) involves much more than fossil fuels in general accounts

    04 January 2023

    Insurance Asset Risk hears properties are being 'stranded' as much as fossil fuel firms

  • AllianzGI offers hope for a brighter 2023

    02 January 2023

    It has been a tough year for investors. Equities in particular have been jolted from one low to the next. So what can the markets expect from 2023? AllianzGI's global CIO for equities, Virginie Maisonneuve, gives her thoughts. Interview by Sarfraz Thind

  • Comment - How EIOPA helps Europe's insurers 'keep up with the Kardashians'

    28 December 2022

    EIOPA - and, separately, Insurance Risk Data - is helping practitioners to learn the latest about Europe's insurers, and their outsourcing preferences. By David Walker

  • Baloise is sticking to its strategy

    26 December 2022

    Matthias Henny, group chief investment officer at Baloise Group discusses inflation and the investment opportunities going forward. Interview by Abbie Wood

  • How German CIOs are doing well, in 'doing good'

    21 December 2022

    Germany's CIOs are a fairly heterogeneous group, but one thing - or actually three - fairly unites them these days: E, and S, and G. And the theme stretches from Allianz, almost all the way 'down' to the smallest GA-minnow the country has to offer. David Walker reports

  • Pillar Life CIO's 2022: a year for the ages

    19 December 2022

    Being a small new fish entering the big bad world of insurance investing may have unbalanced some in 2022. But Pillar Life used a deal of foresight in easing itself into one of the more turbulent years of our times. Sarfraz Thind reports

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