Analysis

  • Aberdeen Standard Investments' CIO's interesting 12 months

    26 April 2018

    Rod Paris, CIO at Aberdeen Standard Investments (ASI), talks about the company's transformational twelve months following the merger and that cancelled Scottish Widows mandate, likely to cost the company some 20% of its assets. By Sarfraz Thind

  • Goldman Sachs' survey shows insurers less positive about investments

    24 April 2018

    Insurers are less positive about investment opportunities than they were a year ago, according to a Goldman Sachs Asset Management (GSAM) survey.

  • Not all smart beta portfolios are created equal

    19 April 2018

    Smart beta has been getting smarter. Paul Forshaw looks at the evolution of smart beta approaches and consider the relevance for insurance company balance sheet investors looking for investment efficiencies.

  • What Solvency II reforms mean for an insurers' investment strategy

    17 April 2018

    Solvency II has been refined and reformed since it was introduced two years ago. Gareth Haslip from JP Morgan Asset Management describes the past, present and future amendments to Solvency II that will affect how insurers decide to invest their assets

  • Trump tax law decimates P&C demand for municipal bonds

    11 April 2018

    Last year's US tax law is destroying insurer demand for municipal bonds, once considered the most attractive surplus cash investment for the country's property and casualty insurers. Sarfraz Thind reports

  • EU to cut Solvency II securitisation charges "before summer"

    06 April 2018

    Draft rules suggest the capital charges of securitisations could be significantly cut this year as the European Commission takes steps to bring Solvency II in line with the STS framework. So will this spur future securitisation investment? Aggelos Andreou reports.

  • What next for Scottish Widows' asset portfolio?

    28 March 2018

    Scottish Widows' decision to dump asset manager Aberdeen marked a rare public announcement by an insurer to change third-party managers. Gavin Stewart, director of asset allocation at Scottish Widows, shares insights on its next asset manager selection process with Sarfraz Thind

  • Zurich's Johanna Köb: investors can make a return while doing good

    26 March 2018

    Johanna Köb, head of responsible investment at Zurich, talks to Cintia Cheong on the importance of adequate pricing of greenhouse gases and how investors can make a profit while doing good to the society and environment.

  • Equity volatility: how safe is your portfolio?

    19 March 2018

    Equity volatility is back. After a muted 2017, things went a little haywire for equities in February. But are these tremors or the start of something bigger? And how should insurers react? By David Walker

  • Green Bonds: a primer

    12 March 2018

    Insurers are looking more closely than ever at the current trend of green bond investment. But is this just a fashion? And what should investors be aware of when putting money into this still nascent sector? David Turner reports

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