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EM infrastructure debt is good - but reg's nuts and bolts need more work
19 May 2021Insurers can't get enough of infrastructure, for both duration and yield. But make it tradeable, standardise its terms and improve creditor rights, and the purse strings would really come loose, as David Walker finds out.
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Inflation rears its head for insurers buying real assets
17 May 2021Two CIOs and a financial risk director discuss their approaches to inflation, and how it informs their allocation decisions in real assets. Vincent Huck reports
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An alternative for the trials of life in Germany
12 May 2021From infrastructure with low capital charges to multi-credit funds and private equity, German life firms' latest solvency reports reveal chief investment officers want to allocate more to alternatives. David Walker reports
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The green bond market and insurance investments - a match made in heaven?
10 May 2021Green bonds bounced back stronger than ever in the aftermath of the 2020 March madness. But questions still remain surrounding the authenticity of the 'greenness' of these bonds, and one must be ever wary of not falling into the trap of 'greenwashing'. Stephanie Harris reports
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Liquidity in the age of COVID
06 May 2021'What's our liquidity' was one of the biggest questions for insurers in Q1 2020. One year on, two insurers reflect on the steps their firms took to answer it, ensure liquidity was available, and how they approach it today as a result. Vincent Huck reports
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Conning's Büsst on all that it takes, to be a 'good' Lloyd's AM
04 May 2021Conning is Lloyd's market's most popular asset manager by engagements. Russell Büsst, Conning's chief executive and investment officer for Europe, tells David Walker about the changing face of syndicate asset management.
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The Famous Five - How CIOs trumped underwriters, again, at Lloyd's
26 April 2021If you want to know when the underwriters at Lloyd's last beat its investors, cast your mind (all the way) back to 2015. The bad luck of Lloyd's underwriters is clear. The good run of its investors is largely to plan, David Walker finds.
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The Gospel on Insurance CIO Investing, as told to GSAM
21 April 2021Goldman Sachs Asset Management's annual survey of insurer investors is an eagerly awaited barometer of the economic expectations, investment and outsourcing plans, and risk-assessments of CIOs worldwide. David Walker reports on the findings
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CIO interview: Balancing internal and external clients at an insurer's affiliate
20 April 2021SCOR decided to fully centralise the investment process at group level in 2008, and open asset management services to third-party clients in 2011. Francois De Varenne, in charge of today's €20bn investment portfolio, explains the rational around the decision, how it went about building the current structure. Interview by Vincent Huck
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Third Point Re: a new look for an old engine
19 April 2021Third Point Re, once one of Bermuda's leading hedge fund reinsurers, has merged with Sirius and is taking a new direction. But the ties with the hedge fund remain as Sarfraz Thind finds out
- Insurers hopeful Solvency II LTE reform will unlock €100bn RE opportunity
- Expect NAIC to shift gears on RBC reform in 2026, Wellington Management says
- NAIC takes aim at insurer investment subsidiaries
- The savings illusion: why Europe needs investment, not deposits - and the insurers' role
- Solvency II changes a "meaningful step" for securitised assets' allure, S&P says
- Expect lower growth in 2026 - but AI bubble not about to burst, Aviva Investors says
- Generali's Infranity invests in Irish independent power producer
- Private credit: are headline news and underlying performance one and the same?
- Private credit: an evolution of skills, a revolution of relations
- Canada Life completes £330m buy-in with Comet pension scheme