Analysis

  • Opportunities galore for US CIOs, but worries of what's coming call for caution

    04 October 2023

    Chief investment officers at Insurance Asset Risk Americas 2023 conference said investment opportunities had quadrupled compared to previous years, but diversification and flight to quality remains the game in town

  • Are utilities a more risky business than investors think?

    02 October 2023

    With recent turbulence in the water utilities sector, the traditional image of utilities as low-risk, highly regulated and stable assets may have been upended - but do insurers still view the sector as a safe bet?

  • Insurance Asset Risk Americas 2023 conference round up

    26 September 2023

    The conference was held in New York on 26 September and highlighted key opportunities in private markets as well as challenges in the regulatory space

  • Bought-into the PRT market hype?

    25 September 2023

    Pension risk transfers in the US have seen record years, a trend set to continue in 2023. Aon senior partner Ari Jacobs discusses the drivers for that boom.

  • Principal Adverse Impact (PAI) KPIs for Alternative Investments under SFDR

    21 September 2023

    2023 has been an extremely important year for Article 4 SFDR investors in the EU such as life insurers, pension funds or alternative investment fund managers (AIFMs). They were required to publish the first Principal Adverse Impact (PAI) statement for the reference year in 2022 no later than 30 June 2023 so that now you have a lot to read on their websites.

  • "The Fed's medicine is working"

    18 September 2023

    Ahead of his intervention at Insurance Asset Risk Americas 2023 conference, Thomas Holzheu, chief economist Americas, deputy head of group economic research and strategy at Swiss Re, discusses the macro-economic and geopolitical outlook.

  • CIOs to fasten seatbelts for bumpy landing as Fed spots runway

    13 September 2023

    "The Fed won't hike rates next week," former president of Kansas City Fed predicts. While asset owners are at odds on the likelihood of a recession and asset managers brace themselves for what will not be a "piece of (cheese)cake"

  • Brookfield and insurance: a defence

    11 September 2023

    Brookfield has been looking to carve out a name for itself in the insurance world. Even as the company gets assailed by a critics its path to growth remains undimmed.

  • Brookfield: the alternative traditionalist

    06 September 2023

    The influx of alternative managers into insurance has been one of the trends of the decade. Brookfield, which has scooped up three insurance mandates in the last 12 months, has a more conservative business model than many peers as Sachin Shah, chief executive of Brookfield Insurance Solutions, explains

  • Smoke and mirrors exercise in assessing climate risk in sovereigns

    04 September 2023

    NZAOA puts draft fourth edition of target-setting protocol up for public consultation