Analysis

  • Comment - How life insurers might respond to the IMF on private equity risks

    08 January 2024

    The IMF listed various risks of growing PE involvement in the re/insurance industry

  • Benign or bust - The outlook for 2024 is anything but boring

    03 January 2024

    Decisions from central banks, political instability, regulatory changes - many of the threats posed by 2024 are out of insurer's hands

  • A sense of doom and gloom greeted the arrival of 2023, but was it really as bad as expected?

    01 January 2024

    Fixed income and sub-investment grade investments were key trends in a year that was not exactly benign

  • IMF looks to ruin PE-insurer party

    29 December 2023

    The International Monetary Fund has raised further warning flags on private equity-owned insurance businesses. At the heart of the concerns are the illiquid assets these insurers use which may lead to financial catastrophe, if the IMF is to be believed.

  • Insurers search for solid ESG data ground

    28 December 2023

    Insurance investors at Insurance Asset Risk's Responsible Investing for Insurers conference wrestled with the challenges of sourcing accurate ESG data on their investment portfolios, and discussed the need for recognised industry data standards

  • Projecting into the future - How to build a climate aware portfolio that stands the test of time

    27 December 2023

    Building a climate aware portfolio is no easy task, but good data, bespoke scenario planning and a wariness of new technology can make the load lighter

  • Impact investing as a way to achieve the transition to net-zero

    25 December 2023

    Two asset owners explained their approach to impact investing and where the investment opportunities lie at Insurance Asset Risk's Responsible Investing for Insurers 2023 conference

  • Direct action - Asset origination moves centre stage in re/insurers' investment plans

    20 December 2023

    From backing BPAs to enhancing investment yields, directly-originated assets, and the managers able to source them, are finding favour among re/insurers worldwide, David Walker discovers

  • Comment: The NAIC's evolving reliance on agency ratings

    19 December 2023

    Amnon Levy analyses the developments from the 2023 Fall National Meeting

  • Feeding the birds: How geospatial data is key to making investments more biodiverse

    18 December 2023

    Biodiversity datasets are a new batch of facts and figures for investors to contend with and getting them right often requires a much more local approach