Analysis

  • Coronavirus slump: the good, the bad and the ugly

    19 March 2020

    Not a single day passes without some new market revelation. Insurers are battening down the hatches but how bad is it and what damage has there been so far? Sarfraz Thind presents the good, the bad and the ugly of the market crash.

  • The Secret CIO on COVID-19

    16 March 2020

    As markets sink, a chief investment officer at a European insurer tells Vincent Huck how the pandemic is affecting its thinking.

  • When China sneezes, Europe's insurers catch the cold

    11 March 2020

    Analysis by Insurance Risk Data shows most countries' underwriters were adding equities in general accounts as virus risk approached. David Walker reports

  • Insurers' affiliates outperforming independent managers on ESG

    10 March 2020

    Half of the world's largest asset managers are neglecting the ecological and social harms of their investments, according to a research by ShareAction. However, insurers' affiliates seem to be ahead of the curve. Vincent Huck reports

  • Personal take on insurance investing in the context of Solvency II's 2020 review

    05 March 2020

    Carlos Montalvo Rebuelta reflects on what we should expect from the Solvency II 2020 review based on past amendments of the Directive. So good or bad news?

  • Muni market climate risk: Hidden perils, untapped opportunities

    03 March 2020

    Insurers should actively think about their muni bond holdings in light of increased climate change risk. Financial opportunities lie ahead for those acting now. Tim Antonelli writes

  • No hunt for yield Down Under

    26 February 2020

    While Europe's underwriters are beset by the plague of low yields - epitomised by Swiss debt where yields on maturities out to 50 years are now uniformly negative - the picture is much more mixed in Australia. David Walker reports

  • Coronavirus impact: no need to panic yet

    25 February 2020

    Asset managers expect economic activity to broadly recover after some short-term volatility. Sarfraz Thind reports.

  • Bond lending boosted by low yield environment

    24 February 2020

    While bond lending may not provide huge amounts of returns, in the current low yield environment that little extra could come in handy for insurers. David Turner reports

  • Finding the rewards in low interest rates

    19 February 2020

    Foresters Friendly Society's chief investment officer Corrado Pistarino explains why he believes it's a fallacy to think low interest rates constitute "unrewarded risk". Interview by Vincent Huck