Analysis

Comment: Where eagles dare

Comment: Where eagles dare

On the back of five months of research on insurers' sustainable investment strategies, Vincent Huck reflects on the state of ESG integration at insurers, and why it's time for investors to 'dare'

Did the Fed kill the bond market?

Did the Fed kill the bond market?

Hopes were high at the end of March for investors to profit from the Fed's QE intervention and access a rejuvenated credit sector. The once-in-a-lifetime returns have, however, swiftly disappeared, and investors are back to staring at the ghost of bond market past. So what next? Sarfraz Thind reports

Infrastructure market still on track post-COVID-19

Infrastructure market still on track post-COVID-19

The financial crisis that unfolded on the back of the pandemic might have caused insurers to pause when it comes to allocation to infrastructure assets. But this is merely a bump in the road say asset managers, and insurers' investments in core infrastructure investments will come back stronger than ever.

IAR survey: Back to the future of interest rates

IAR survey: Back to the future of interest rates

For years insurers have been battling low interest rates. First they got used to the idea of 'low', then they got their minds around the concept of 'lower for longer', and more recently some have been saying that we are now in a 'low forever' scenario. Vincent Huck reports the findings of Insurance Asset Risk's survey.

China - the giant no longer asleep

China - the giant no longer asleep

Ben Deng, chief investment officer of China Pacific Insurance Group, the third largest life and P&C insurer in China, tells David Walker how the Chinese market is coping with COVID-19 disruptions, and how China will come out of it stronger.

Investing in the midst of pandemic and civil unrest

Investing in the midst of pandemic and civil unrest

Aware Asset Management is based in Minnesota, which has been caught in the storm this month. Post-pandemic and an explosion of civil anger at the death of George Floyd marks an even more vituperative crisis for the US. The asset manager shares its views on the current events. Sarfraz Thind reports

IAR survey: Insurers split on likelihood of a second COVID-19 wave

IAR survey: Insurers split on likelihood of a second COVID-19 wave

Insurance Asset Risk surveyed the market on the shape of the COVID-19 recovery and found insurers divided on the likelihood of a second wave of the pandemic, though more positive about the recovery than third-party asset managers helping them. Vincent Huck reports