Analysis

• Insurers advised to stay put with EM holdings amid COVID-19 chaos

  25 March 2020

  With lower ratings than their developed market counterparts and potential economic dependencies to oil, emerging markets are on the frontline of the COVID-19 crisis. It is raising questions for insurers' allocation to the asset class. Vincent Huck reports

  

• Risk Management in times of the Global Coronavirus Crisis

  23 March 2020

  Jegor Tokarevich and Amirlan Seksenbayev from Substance Over Form, look at the risks posed by COVID-19 to insurance investors and how they can mitigate them to make the most of the opportunities arising.

  

• Coronavirus slump: the good, the bad and the ugly

  19 March 2020

  Not a single day passes without some new market revelation. Insurers are battening down the hatches but how bad is it and what damage has there been so far? Sarfraz Thind presents the good, the bad and the ugly of the market crash.

  

• The Secret CIO on COVID-19

  16 March 2020

  As markets sink, a chief investment officer at a European insurer tells Vincent Huck how the pandemic is affecting its thinking.

  

• When China sneezes, Europe's insurers catch the cold

  11 March 2020

  Analysis by Insurance Risk Data shows most countries' underwriters were adding equities in general accounts as virus risk approached. David Walker reports

  

• Insurers' affiliates outperforming independent managers on ESG

  10 March 2020

  Half of the world's largest asset managers are neglecting the ecological and social harms of their investments, according to a research by ShareAction. However, insurers' affiliates seem to be ahead of the curve. Vincent Huck reports

  

• Personal take on insurance investing in the context of Solvency II's 2020 review

  05 March 2020

  Carlos Montalvo Rebuelta reflects on what we should expect from the Solvency II 2020 review based on past amendments of the Directive. So good or bad news?

  

• Muni market climate risk: Hidden perils, untapped opportunities

  03 March 2020

  Insurers should actively think about their muni bond holdings in light of increased climate change risk. Financial opportunities lie ahead for those acting now. Tim Antonelli writes

  

• No hunt for yield Down Under

  26 February 2020

  While Europe's underwriters are beset by the plague of low yields - epitomised by Swiss debt where yields on maturities out to 50 years are now uniformly negative - the picture is much more mixed in Australia. David Walker reports

  

• Coronavirus impact: no need to panic yet

  25 February 2020

  Asset managers expect economic activity to broadly recover after some short-term volatility. Sarfraz Thind reports.