Analysis

Insurance Asset Risk EMEA 2025 round up: are markets optimistic or complacent?

Tariff watch: is the US at an inflection point?

Investors are split on whether the US economy has weathered the worst impacts of the White House's tariff rollercoaster or if there could be more to come

In defence of defence investments

AllianzGI clarifies its views on the interplay between defence investments and sustainable investments, and points the finger at the ambiguity of Article 8

Mayday! FX volatility hits Taiwan's lifers but no crash landings are forecast

When the Taiwan/US FX rate leaped 8% in two days last month, the same might well have happened to the heartrate of CIOs at life insurers, as David Walker examines

ESG fund outflows: a positive sustainability story

If recent media reports are to be believed, investors are legging it out of ESG and sustainable funds as the topic has now become toxic in the current political environment.

Chinese sci-tech? "This is a great time to buy!"

China's NFRA, PboC and CSRC are behind sci-tech and investors should take note

SFCR 2025 - Lapse risk keeps pressure up on Italian lifers in 2024

2023 may have been the peak of policyholders cashing in contracts early, but last year was not that much easier for Italian life insurers

Is the UK PRT market on course for another bumper year?

Insurance Asset Risk asks L&G's John Towner and Dom Moret

SFCR 2025 - French insurers win out from buying into alternatives in 2024

Non-mainstream classes now make up to one-quarter of investment returns, some firms say

Is the future of equities in the Old World?

The US has been the king of equities for a long time - but recent policy has made that crown unsteady. Is Europe about to accede?