Analysis

  • Solving the 'cash-drag' problem

    05 July 2022

    As low rates keep hitting lifers and claims inflation bites non-lifers, managers serving them tell David Walker a review can help decide whether strategic cash can be redeployed, for a more meaningful role

  • US Climate: Tackling the transition's complexity

    30 June 2022

    The pressure for insurers to implement sustainability into their investments has never been greater. But doing so is not the easy task some may think, as panellists at Insurance Asset Risk's US Webinar on Climate and Sustainability discussed. Sarfraz Thind reports

  • Illiquids: time to partner up?

    28 June 2022

    Angela Jung, Senior Director of Investment ALM Risk at Athora, outlined to Insurance Asset Risk's 2022 EMEA conference why insurers should be preparing to face valuation risk on their journey into illiquids, and how asset managers could be the key to getting it right. Abbie Wood reports

  • Things might go wrong, but if we live to see another day, it's all good - GSAM's Siegel says

    22 June 2022

    Mike Siegel, Global Head of Goldman Sachs Insurance Asset Management, discusses the asset manager's annual insurance survey results, why inflation is the canary down the coalmine, and the risk of recession on the horizon.

  • IAR EMEA: Prepare for a tough ride, economist warns

    20 June 2022

    Swiss Re's chief economist Europe, Charlotte Müller told the audience at Insurance Asset Risk's 2022 EMEA conference to expect a recession, but not all speakers agreed. Abbie Wood reports

  • Inflation - simply transitory or a permanent headache on the horizon?

    15 June 2022

    The debate on whether current inflation is a transitory phenomenon or a structural shift came to life at Insurance Asset Risk EMEA 2022 conference, where panelists discussed potential investment implication of each scenarios.

  • Insurance Asset Risk EMEA 2022 Conference round up

    13 June 2022

    The conference was held in London on 13 June and highlighted how investment opportunities still abound for insurers in an environment of heightened volatility and a bleak macro outlook for the coming months. Vincent Huck reports

  • CIO interview: Tweaks around the margins in times of volatility

    08 June 2022

    David Czerniecki, chief investment officer at Nassau Financial Group, in the second part of a two-part interview, discusses the current environment of inflation, rising rates and a potential recession, and how these impact today's investment decisions

  • From Lincoln to COVID - Insurance investing is a long-term game

    06 June 2022

    David Czerniecki, chief investment officer at Nassau Financial Group, discusses in the first part of a two-part interview, his focus since joining the group in 2019, and how to hold your breath through a global pandemic.

  • From Goldman Sachs point of view....

    31 May 2022

    Mike Siegel, global head of Goldman Sachs Insurance Asset Management, discusses the acquisition of NN IP - the single largest acquisition Goldman Sachs has made since 2000. Interview by Vincent Huck

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