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The US battles against ESG
22 May 2023US climate change politics have hit a turning point. What started off as mild disgruntlement against woke investing now looks to have turned into an all-out war by right-leaning states against climate siders. It is enough to make the head spin. Sarfraz Thind reports
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US debt ceiling drama strikes again
18 May 2023Grubby politics are again featuring as the spoiler for financial market equilibrium. The US debt ceiling standoff seems to be an annual affair—but this one looks a lot more serious than those in the past. Sarfraz Thind reports
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Benelux insurers' investment capital bills gyrate, in time with markets, in 2022
18 May 2023Some insurers faced triple-digit hikes in interest rates SCRs as equities and spread risks dramatically gave way, David Walker reports
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CNP Assurances' philosophy of 'investing meaningfully'
17 May 2023In the third and final part of this series, chief investment officer Olivier Guigné discusses the French insurer's approach to sustainability investing and why biodiversity needs to become an economic necessity. Interview by Vincent Huck
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Northern exposure - equities bestow mixed blessings on Nordic/Scandinavian insurers in 2022
15 May 2023Markets may have dived as rates, geopolitical tension and inflation rocketed, but Scandinavian and Nordic insurers' faith in equities was not always misplaced. David Walker reports
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Investing made simpler, in a more complex world, at CNP Assurances
10 May 2023In the second of this three-part interview, chief investment officer Olivier Guigné discusses the current investment landscape for insurers, and where CNP Assurances sees opportunities going froward. Interview by Vincent Huck
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Getting real about sustainable assets?
09 May 2023Panellists at Insurance Asset Risk's real asset conference 2023 debunk the idea of a 'greenium' and praise a widening of the real asset sustainability investment universe. Josh Adcock reports.
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The sun shines again on Spanish general accounts
08 May 2023As fixed income yields rise, Spanish insurers' CIOs may reflect happily on their 76% weighting to fixed interest interests - and smile again, David Walker writes
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Bolting for the door - could 'mass lapse' risk trigger 'mass bond sales' at French lifers?
04 May 2023Better interest rates mean better investment options than life policies. As France's exposed lifers watch on, some count up their liquid assets, some count on customer loyalty - but will all ultimately count on CIOs, to sell off GAs? David Walker reports
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CNP Assurances in praise of an "all-terrain" investment strategy
03 May 2023Chief investment officer Olivier Guigné, winner of this year's CIO of the year award from Insurance Asset Risk, talks macro economy, why no single scenario should now dominate a CIO's thinking, and why 2023 will be good for credit analysts - but bad for 'zombies'. Interview by Vincent Huck
- Private credit: the feel-good factor?
- Insurance sector the "natural home" of productive assets, L&G says
- MassMutual backs renewables developer as part of £1.1bn financing
- Meiji Yasuda expands backing of regional revitalisation startup
- Insurance Development Forum reaches first close on Infrastructure Resilience Development Fund
- BoE zeroes in on private market risks to insurers and UK financial system
- Private credit: are headline news and underlying performance one and the same?
- Aviva Investors finances £175m loan for acquisition of central London property
- Investors positive on gilts after UK budget - but sense missed opportunity
- Private credit: an evolution of skills, a revolution of relations