Analysis

  • 'Real' wars, and trade wars, keep geopolitics high on Lloyd's syndicates' risk-radars

    09 April 2025

    Conflict and resulting turbulence seem to beset all aspects of the 'world order', much to the ongoing dismay of syndicates, David Walker reports

  • Future looked murky, investors say - even before Trump tariffs

    07 April 2025

    Speakers at Insurance Asset Risk's recent Investing in Real Assets conference in London warned that mixed messaging from the White House and the Federal Reserve was creating headaches for investors

  • Conning maps out landscape and attractions of esoteric ABS for insurers

    03 April 2025

    From music royalties to container leases, data centres to aircraft leases, esoteric ABS has something to offer every insurer

  • 'Even bigger than Allianz' - An $11.2trn 'general account' in Europe prepares to tackle climate change

    02 April 2025

    To help private re/insurers, and society, face down global warming, Europe's governments are increasingly backing public re/insurers, David Walker finds

  • IAR Real Assets roundup: Volatility and slow growth threaten vibrancy of sector

    31 March 2025

    With much of the uncertainty issuing from the White House

  • Sub-IG allocation under the Solvency UK sun

    27 March 2025

    With a smoothing of the BBB-cliff, are UK insurers better placed to invest in sub-IG assets?

  • Privates, privates and more privates, insurers tell GSAM

    25 March 2025

    14th annual global insurance survey also reveals changed views on inflation and US recession

  • Time and experience are making CIO's plans for private assets much more intricate

    19 March 2025

    According to Nuveen's latest EQuilibrium Global Institutional Investor Survey, insurers are getting much savvier at building private markets portfolios, but could anything blow them of course?

  • Scottish Widows' head of RI on AI and AMs' voting records

    17 March 2025

    Eva Cairns, head of responsible investment at Scottish Widows, explains the firm's governance policy around AI and the outcome of expecting voting policy adherence from asset managers

  • Insurers double down on defence spending, while maintaining ESG exclusions

    12 March 2025

    ESG and defence investments not mutually exclusive, insurers suggest, as NATO powers commit to spend more

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