Analysis

  • Lloyd's syndicates ventured 'beyond the core' in 2024

    01 May 2025

    For most syndicates, 'core fixed income' was the anchor for their portfolios - but that did not prevent some from charting more distant waters with their general accounts in 2024

  • ESG in real assets - still fit for the future?

    30 April 2025

    Panellists at Insurance Asset Risk's Investing in Real Assets Conference 2025 in London last month discussed navigating sustainability in indirect investments and the shifting language of ESG investments

  • Japan & US insurance investing - Overlapping worlds, or very different landscapes?

    28 April 2025

    Eric Tanaka, relocated from the US to Japan to head the Wellington office. He reflects on the differences and similarities between the two markets.

  • CIO interview: In praise of the grey hairs

    24 April 2025

    In the second of this two part interview, Jelle van der Giessen reflects on his 10 year tenure as a CIO, what evolved and why the divorce between insurers and in-house asset managers needs to happen.

  • When Lloyd's syndicates go investing, past patterns may not reflect future plans

    23 April 2025

    If the image of Lloyd's syndicates conjures up 'uniformly conservative' investors, then key outsourcing partners to the market tell David Walker, a 'rethink' may be in order

  • RE debt investors watchword for 2025?: 'Uncertainty'

    21 April 2025

    Audience at Insurance Asset Risk's Investing in Real Assets Conference 2025 in London hears that tentative RE rebound has stalled - thanks to geopolitics

  • How to make infrastructure investments in an over saturated market? Diversify!

    17 April 2025

    Emerging markets are an increasingly wise prospect, IAR's recent Investing in Real Asset Conference in London has heard

  • Japanese lifers looking for a beacon in the equity markets storm

    16 April 2025

    With trade wars sending markets haywire, and equities being the highest risk in insurers' investment portfolios, investment and risk teams are holding firm, in the hope of a window of blue sky

  • Downturn will reveal who has been swimming naked in private markets, CIO of Convex says

    14 April 2025

    David Dowsett, chief investment officer at Convex Insurance, sat down with Insurance Asset Risk, in a week that saw a market meltdown induced by President Trump's short-lived plan for global tariffs.

  • CIO Interview: From oil driller to sustainable chief investment officer

    10 April 2025

    Retiring NN chief investment officer Jelle van der Giessen reflects on his 30-year career