Analysis

• IAR investing in real assets conference 2023 roundup

  28 March 2023

  Panellists discuss the secular macro and geopolitical trends affecting their investment decisions in real assets

  

• The many forking paths in Asia's net-zero transition

  27 March 2023

  Financing the energy transition across Asia is often described as one uniform path whose trajectory differs from Europe's and North America's due to APAC's fossil fuel reliance. But there may be as many paths taken within APAC as there are nations involved, David Walker finds

  

• Insurers caught up in the Swiss bad apple

  22 March 2023

  The bad news seeping out of the US in the wake of SVB was magnified this month by the fall of Credit Suisse. The damage to insurers' portfolios to this once august banking institution is for now not too bad. Could there be worse to come? Sarfraz Thind reports

  

• The return to the promised land

  20 March 2023

  After a decade of eking out pitiful returns on their traditional fixed income assets insurers are finally seeing the return of higher interest rates. Will this herald a shift out of risky assets? A recent publication by the NAIC outlines the possibilities. Sarfraz Thind reports

  

• Global Atlantic's CIO talks shop

  15 March 2023

  Anup Agarwal, CIO, explains why Global Atlantic does not support US insurance regulators proposed changes on structured assets' capital charges calibrations. Interview by Sarfraz Thind

  

• The CBIRC's legacy - a safe pair of hands for Chinese insurance regulation

  14 March 2023

  The CBIRC is reportedly being dissolved and its duties transferred. David Walker finds an industry praising the modernising, improving impetus behind its work on C-ROSS Phase II, to benefit risk management and China's society more generally

  

• Europe's life giants trip the lite switch firmly 'on'

  08 March 2023

  Thomas Buberl, and Oliver Bäte are men with a mission, to preach the gospel of low-capital product. But will their customers buy it? David Walker asks

  

• A career like a ski line

  08 March 2023

  Insurance Asset Risk's young professional of the year 2023 recipient, Carly Segal, recounts what took her from the ski slopes of Vermont to the fixed income team at JPMAM in London. Interview by Vincent Huck

  

• Springing back to life - JGB yields help Japan's CIOs repatriate GAs

  01 March 2023

  It's been an awfully long time coming, but yields on long-dated JGBs are becoming genuinely attractive to many Japanese CIOs - maybe for the first time in their careers, David Walker reports

  

• The rise of the chief liquidity officer?

  28 February 2023

  Moving away from traditional assets has raised scrutiny of liquidity risk management. Is there a need for a chief liquidity officer? Sarfraz Thind reports