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Credit and the rise of duration risk
15 July 2021Heightened uncertainty on the back of the pandemic and policy response to it calls for a greater focus on duration risk management, according to Moody's Analytics's Tomer Yahalom, Amnon Levy and Brett Manning.
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Inflation - the rising concern among CIOs
13 July 2021Once the elephant in the room for most insurance investors, inflation or the threat of it, is creeping up the ladder of chief investment officers' risks. Stephanie Harris reports
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Data centres - the new investment frontier
07 July 2021The pandemic has highlighted the importance of digital infrastructure, with data centres standing as the foundation of the sector. But with technology comes a price: huge power consumption. How can insurers balance their need for yield with environmental considerations? Stephanie Harris reports
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"It's becoming more and more difficult to be buy-and-hold investors," CNP Assurances CIO says
05 July 2021Accelerating technological and societal changes are causing structural changes to the way insurers invest, according to CNP Assurances CIO Olivier Guigné. This forces them to be more adventurous and explore new territories. Vincent Huck reports
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Comment: The Cold War over non-financial disclosures
30 June 2021The fragmented landscape of non-financial disclosures is consolidating, and it is geopolitical considerations that are driving the emergence of winners, and the downfall of the rest. Vincent Huck surveys the battlefield and predicts who will emerge victorious.
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The low rate crunch
28 June 2021You can't get away from low rates if you are an insurer. But how bad is the low rate environment for the industry? Well the devil's in the detail as Sarfraz Thind finds out.
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What is driving real asset investment decisions?
23 June 2021In an increasingly complex environment where returns can be scarce one could have expected CIOs to give answers based on fundamentals, but instead, their investment decisions seem to be driven by a greater cause - purpose, as Vincent Huck finds out
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How institutional investors can play a greater role in global trade financing
21 June 2021Gareth Mee, global head of investment advisory, and Richard Wilson, investment advisory manager, at EY explore the opportunity for insurers to help bridge the trade finance gap and make a positive contribution to the global economy's growth and resilience.
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Insurers should embrace green infrastructure to support post-pandemic recovery
16 June 2021Jerome Haegeli, group chief economist at the Swiss Re Institute, reflects on a year of lockdowns, its impact on our thinking around environmental issues, and the key role institutional investors will play in a green recovery.
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The real deal - Europe's insurers primed for G7 infrastructure plan
14 June 2021Leaders of the 'G7' economies announced the 'Build Back Better World' global infrastructure programme, a 'step-change' in their approach to 'mobilise private-sector capital' for the asset class as never before. Europe's insurers stand ready to help, David Walker reports.
- Ready, Steady, CLO: Solvency II Reform & the Case for AAA CLOs
- Chart of the week: Chinese state insurers' investment returns jump after year of equity push
- S&P warns SII reforms could spur more private credit investments
- AllianzGI announces $270m close of APAC infra credit fund
- NA lifers resilient in face of hypothetical private credit market stress, S&P Global Ratings says
- Insurers' unique position in the finances of climate risk
- PGIM hires new head of insurance from Blackstone
- German insurers welcome seismic pension reform - with caveats
- Allianz takes 51% stake in German battery storage platform
- MEAG appoints head of distribution international and direct