Analysis

  • Jérôme Haegeli - Swiss Re's man with the long-term (green infrastructure) plan

    31 May 2021

    Swiss Re's chief economist deals with black and white facts of the here-and-now. But our future, he hopes, will be somewhat greener, as David Walker discovers

  • Royal London's journey into commercial real estate loans for MA portfolio

    26 May 2021

    UK insurer has a "constructive dialogue" with the PRA regarding its MA application, and hopes commercial real estate loans will form part of its MA portfolio, Insurance Asset Risk has learnt. Vincent Huck reports

  • The return of private equity

    24 May 2021

    Private equity has been cited as the hottest asset choice for US insurers for a while. This year it seems to be justifying the optimism. Returns have been stellar, but can the asset maintain its position as the alternative of choice? Sarfraz Thind reports

  • EM infrastructure debt is good - but reg's nuts and bolts need more work

    19 May 2021

    Insurers can't get enough of infrastructure, for both duration and yield. But make it tradeable, standardise its terms and improve creditor rights, and the purse strings would really come loose, as David Walker finds out.

  • Inflation rears its head for insurers buying real assets

    17 May 2021

    Two CIOs and a financial risk director discuss their approaches to inflation, and how it informs their allocation decisions in real assets. Vincent Huck reports

  • An alternative for the trials of life in Germany

    12 May 2021

    From infrastructure with low capital charges to multi-credit funds and private equity, German life firms' latest solvency reports reveal chief investment officers want to allocate more to alternatives. David Walker reports

  • The green bond market and insurance investments - a match made in heaven?

    10 May 2021

    Green bonds bounced back stronger than ever in the aftermath of the 2020 March madness. But questions still remain surrounding the authenticity of the 'greenness' of these bonds, and one must be ever wary of not falling into the trap of 'greenwashing'. Stephanie Harris reports

  • Liquidity in the age of COVID

    06 May 2021

    'What's our liquidity' was one of the biggest questions for insurers in Q1 2020. One year on, two insurers reflect on the steps their firms took to answer it, ensure liquidity was available, and how they approach it today as a result. Vincent Huck reports

  • Conning's Büsst on all that it takes, to be a 'good' Lloyd's AM

    04 May 2021

    Conning is Lloyd's market's most popular asset manager by engagements. Russell Büsst, Conning's chief executive and investment officer for Europe, tells David Walker about the changing face of syndicate asset management.

  • The Famous Five - How CIOs trumped underwriters, again, at Lloyd's

    26 April 2021

    If you want to know when the underwriters at Lloyd's last beat its investors, cast your mind (all the way) back to 2015. The bad luck of Lloyd's underwriters is clear. The good run of its investors is largely to plan, David Walker finds.