Analysis

  • FAQ: investing in infrastructure under Solvency II

    18 January 2018

    Infrastructure investments are a complex topic, including the various internal and external requirements for insurance investors. Jegor Tokarevich and prof. Dr. Jens-Eric von Duesterlho from SOF Infrastructure respond to some of the common queries from insurers on infrastructure investing.

  • Phoenix's Blamont on an illiquid strategy

    10 January 2018

    Daniel Blamont is leading the charge for Phoenix's move into illiquid assets. Having started from nothing three years ago, the insurer has already built up an impressive portfolio and looks set to expand this in the future. By Sarfraz Thind

  • Largest insurers use SFCRs to extend transparency of investments

    03 January 2018

    Insurance Risk Data's analysis of the first SFCR submissions reveals information goes far beyond fundamental insights of quantitative reporting templates. David Walker reports

  • Tips for insurers and asset managers in 2018

    29 December 2017

    In the second part of this 2018 investment outlook, stakeholders share their views on the negotiating rising rates, inflation and what asset managers should be doing to help insurers. Sarfraz Thind reports

  • A look back and forward

    27 December 2017

    The current year was relatively benign for the insurance investment industry. But 2018 holds new challenges. What risks and what opportunities should investors be looking at in the coming year? Sarfraz Thind reports

  • The risks and rewards of leveraged finance: senior secured loans

    15 December 2017

    With European insurers showing increasing interest in allocating to senior secured loans – a more popular investment for US counterparts – David Turner explores how and why insurers either side of the Atlantic are approaching the asset class.

  • The key to absolute return bond investing

    13 December 2017

    Schroders' global head of insurance asset management Paul Forshaw discusses the benefits of adding absolute return funds to the portfolio mix in an anticipation of a bear market

  • Urban logistics: "the hottest game in town"

    07 December 2017

    The projected growth of e-commerce and urbanisation has seen real estate investors showing increasing interest in urban logistic centres. Paul Walsh explores the nascent asset class as an opportunity for insurers.

  • The slippery skill of liquidity management

    01 December 2017

    Liquidity management is an ever-growing focus for insurers since the financial crisis. But how well do insurers understand it? Sarfraz Thind reports

  • New options for the constrained investor

    24 November 2017

    AllianceBernstein's Stuart Davies explains how (re)insurers can access alternative return streams in a transparent and capital efficient way

Most Read
  1. Insurers hopeful Solvency II LTE reform will unlock €100bn RE opportunity
  2. Expect NAIC to shift gears on RBC reform in 2026, Wellington Management says
  3. NAIC takes aim at insurer investment subsidiaries
  4. The savings illusion: why Europe needs investment, not deposits - and the insurers' role
  5. Solvency II changes a "meaningful step" for securitised assets' allure, S&P says
  6. Expect lower growth in 2026 - but AI bubble not about to burst, Aviva Investors says
  7. Generali's Infranity invests in Irish independent power producer
  8. Private credit: are headline news and underlying performance one and the same?
  9. Private credit: an evolution of skills, a revolution of relations
  10. Canada Life completes £330m buy-in with Comet pension scheme