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The real estate crisis is coming
26 April 2023Stephen Quazzo, chief executive of real estate investment boutique Pearlmark, tells Sarfraz Thind that it is only be a matter of time before the bubble pops.
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To go short or to go long? That is the question on CIOs' minds
24 April 2023Unlike previous years where CIOs focused on capital preservation and the hunt for yield, 2023 will be marked by a focus on managing volatility and the duration gap.
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German life CIOs breath out, as the 'great ZZR unwind' begins
19 April 2023In past years, German lifers dispatched CIOs to raise cash to pay into their ZZRs - like it, or not. But that reversed, and sometimes heftily, as interest rates rose in 2022. David Walker reports
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Thoughts from a CRO: the problem with CLOs
17 April 2023Will the push into leverage now come back and bite the insurance investors who have been stocking up on CLOs and private credit? Quite possibly, according to Nick Silitch, ex-CRO of Prudential Financial.
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CIOs face up to 'the day after the night before'
12 April 2023The prolonged low-rates environment meant good times for real assets, and those borrowing to buy them. But as David Walker discovers, even good times must end
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Proposed Dutch rent regulation lacks sustainability weighting, NN Group says
10 April 2023Plans to extend rent control regulation to the mid-market might seem helpful to Dutch citizens in want of more affordable housing, but it might have a chilling effect on investments into the market, Josh Adcock reports
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Old dog, new(ish) tricks? Lloyd's CIOs get all esoteric
05 April 2023Lloyd's syndicates have held onto non-mainstream investments even as yields have risen - with some mixed results, David Walker finds
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Lloyd's of London playing the oldest trick in the book
03 April 2023The insurance market's first CIO, Eleanor Bucks, describes her responsibilities and the 'why' and 'how' of the first fund in its newly-formed investment platform. Interview by Vincent Huck
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IAR investing in real assets conference 2023 roundup
28 March 2023Panellists discuss the secular macro and geopolitical trends affecting their investment decisions in real assets
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The many forking paths in Asia's net-zero transition
27 March 2023Financing 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
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- S&P warns SII reforms could spur more private credit investments
- Insurers' unique position in the finances of climate risk
- AllianzGI announces $270m close of APAC infra credit fund
- NA lifers resilient in face of hypothetical private credit market stress, S&P Global Ratings says
- PGIM hires new head of insurance from Blackstone
- Allianz takes 51% stake in German battery storage platform
- German insurers welcome seismic pension reform - with caveats
- AllianzGI highlights remuneration transparency concerns in Swedish AGM decision