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
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
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
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
If the pandemic has any silver lining, it is in boosting the prominence of the social aspect of environmental, social and governance (ESG) investing. David Walker investigates this 'elevation', and whether it will outlast the virus it is being rallied to combat.
The rating agency has run stress tests on European insurers' corporate bond portfolios and reveals that, in the most extreme scenario, solvency ratios could decrease by up to 50 percentage points. Vincent Huck reports
Elizabeth Gillam, head of EU government relations and public policy at Invesco, discusses the European Union re-prioritisation of work streams in light of the COVID-19 crisis, and why sustainability will come out on top. Interview by Vincent Huck
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
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
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.