Analysis

  • Are gilts failing to shine for institutional investors?

    05 February 2025

    RLAM comments on the state of play in gilt yields ahead of the BoE's next rate cut decision

  • Will the NAIC's new regulations change insurer's attitudes to private credit investments?

    03 February 2025

    David Zhang, director at New York-based advisory firm MSCI, discusses how US insurers are coping with a torrent of new regulation from the NAIC

  • Secret Actuary - How far from 'midnight' is the 'Insurance Doomsday Clock'?

    29 January 2025

    Actuaries tell us what metrics a Doomsday Clock for insurance would probably need - and how close to Underwriting Armageddon we really are

  • ESG is on trial. Are you ready to convict?

    27 January 2025

    The term ESG has become box office poison in recent months. Is it dead and buried or looking for a new definition?

  • Are the Magnificent Seven the only tech game in town?

    22 January 2025

    AllianzGI's CIO global technology equity, Jeremy Gleeson, discusses the broadening out of tech investments in 2025, why early disappointments are to be expected, and the semiconductor cycle turning point

  • The NAIC is cooking up a hearty bowl of reform, how should US insurers prepare for the meal?

    20 January 2025

    From risk-based capital to GEMS and the Insurer Investment Regulation Framework, 2025 could be a busy year

  • Tariffs and taxes and Trump, oh my!

    15 January 2025

    Zurich guides us down the yellow brick road and into the investment landscape for 2025, including a slowing rate cut trajectory, an extension of the current business cycle, and trade uncertainty

  • Driving the sustainable infra highway

    13 January 2025

    Jérôme Jean Haegeli discusses how and why sustainable infrastructure needs to become a tradeable asset class

  • From the knowable to the unknowable: Preparing for 2025

    08 January 2025

    As insurers and their asset managers settle back behind their desks after the festive period, we look at some of the themes that could dominate the next few months

  • BPA market steamrolls through 2024, but where's the drama?

    06 January 2025

    UK PRT market volume is expected to settle around the £45bn mark, L&G's latest Endgame report suggests, but are pension schemes finding it increasingly difficult to catch insurer's eyes?

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