Analysis

Webinar Q&A: The evolution of the GA

Webinar Q&A: The evolution of the GA

Insurance Asset Risk and FactSet held a webinar on 21 May on considerations for insurers investing amid the current market volatility and on how COVID-19 might create a 'new normal' for insurers' strategic asset allocation. Panellists tackle the questions left unanswered on the day due to time constraints, after the initial discussion. Compiled by Vincent Huck

Shift to investing in APAC, particularly China, not going away with COVID-19

Shift to investing in APAC, particularly China, not going away with COVID-19

The pandemic and its effect on the economy and markets will not affect allocation trends towards emerging markets and in particular increased interest in Chinese opportunities. Invesco head of EMEA for fixed income Nick Tolchard discusses the reasons why China remains a land of opportunities. Interview by Stephanie Harris

COVID-19: Investing in pyjamas

COVID-19: Investing in pyjamas

The shift in working practices has gone smoothly, they say. Investors are still contacting clients, though tieless, via the numerous video conference calls they are now undertaking. But the virtual world doesn't cut it when it comes to relationship building. Sarfraz Thind reports

Where is the G in ESG?

Where is the G in ESG?

In the second piece of this two-part interview, Michael Morosi, global equity manager at Mapfre, unwraps the concept of good governance and how his fund makes investment decisions accordingly. Interview by Vincent Huck

Mapfre turns to offence

Mapfre turns to offence

In the first of a two part interview, Michael Morosi, global equity manager at Mapfre, explains the change of regime the market is currently undergoing and where the opportunities lie for long term investors. Interview by Vincent Huck

The rise of social investing amid COVID-19

The rise of social investing amid COVID-19

Elisabeth Stadler, chief executive of Vienna Insurance Group, has been one of the industry's most long-standing advocates of social investing - the "S" in ESG. As combating COVID-19 heightens the general awareness of socially-minded investing, she discusses the topic with David Walker

Regulating fear and greed in COVID-19

Regulating fear and greed in COVID-19

Asset managers are reporting tales of firms gearing up to take advantage of the opportunities in the market. But when push comes to shove how easy is it to react? Sarfraz Thind explores the psychology of investing in a COVID-19 environment.