Analysis

  • Bitcoin: blowing bubbles or truly sticky?

    18 January 2021

    Bitcoin is steaming into the stratosphere—and many want in. But is this speculative bubble going to appeal to insurers? Sarfraz Thind finds out.

  • Asia - how to keep calm in a storm

    13 January 2021

    Asian insurers were the first to suffer from COVID-19, including in their general account investments, but industry practitioners and analysts see a robust industry navigating seemingly endless low rates. David Walker reports

  • Value investing: worst run, but best opportunity in two centuries?

    12 January 2021

    The value factor is suffering its worst run in at least two centuries, according to research. But some believe it is in times like these that investors should keep their value holdings, as they will outperform. David Turner reports.

  • US insurers warmly welcome outsourced managers for climate change investing

    06 January 2021

    US insurers are buying ever more services from asset managers, data vendors and research houses to help understand climate change and inform their investment decisions, David Walker discovers.

  • In conversation with Insure our Future's Peter Bosshard

    04 January 2021

    The coordinator of the campaign group Insure our Future (formerly Unfriend Coal), Peter Bosshard, looks at progress made in 2020 and highlights the roadmap for 2021. Interview by Vincent Huck

  • "The beauty of real estate is you got time"

    01 January 2021

    M&G Real Estate head of investment strategy Jose Pellicer talks about the future of offices, how that might impact the landscape of our city centres and the investors' allocation into real estate. Interview by Vincent Huck

  • EU regulations have proven their worth in 2020—2021 will be about fine tuning

    30 December 2020

    Elizabeth Gillam, head of EU government affairs & public policy at Invesco, talks about the EU's regulatory pipeline for the coming year, and the key pieces of legislation that may affect insurers' investments. Interview by Vincent Huck

  • Germany's ZZR remains a conundrum for insurers

    29 December 2020

    Calculating pay-ins in Germany's Zinszusatzreserve (ZZR) was overhauled in 2018 to reduce pressure on German insurers to build the reserve too quickly by selling valuable investments just to satisfy mandatory contributions. Has the reform been just a 'one-year wonder'? David Walker investigates

  • Brexit or low interest rates: Chesnara knows the answer

    28 December 2020

    The year has been volatile and ugly. And just when it is shaping towards an end, another unwelcome friend has re-entered the fray: Brexit. However, UK insurer Chesnara's CEO says Brexit is not the worst thing to be worried about right now.

  • IAR Survey: Active versus passive, where do insurers stand?

    23 December 2020

    As passive strategies have risen in popularity over the years, active managers have argued that their value would be apparent in times of crisis - if COVID-19 was the perfect scenario, have they delivered? And where do insurers and their "long time horizon" investing fit in the debate? Vincent Huck reports