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Commercial real estate finance: opportunities for insurers
30 October 2017Insurers seeking capital efficient returns are looking closely at private real assets, lured by attractive yields with underlying security and strong borrower protections. Real estate finance may fit the bill with advantageous capital treatment under Solvency II, as Aviva Investors' Iain Forrester explains.
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Anticipating the end of the credit cycle
25 October 2017With the end of the current credit cycle in sight, insurers are presented with challenges and opportunities that require a nimbleness and flexibility to negotiate. JP Morgan Asset Management's Bhupinder Bahra and Bryan Wallace explain
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Catalonia: volatility in the streets and insurers' balance sheets?
23 October 2017As tensions rise between the Spanish government and pro-separatists in Catalonia, the country's life insurers must prepare for bond market turbulence. Asa Gibson reports
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Brexit the great infrastructure unknown
18 October 2017With huge competition and a small pool of opportunities, infrastructure investment is not easy in the UK. And things are likely to be even less stable post-Brexit. But could the divorce from the EU actually be a boon for insurance investors? Sarfraz Thind reports
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Rock 'n rolling stock: insurers find an opportunity in railway assets
11 October 2017Having facilitated some £2bn of direct investment in UK rail in less than two years, Rock Rail is helping to ease the industry's infrastructure woes with a steady pipeline of projects insurers can gain direct exposure to. Asa Gibson reports
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The relative value in emerging markets
06 October 2017An economic slowdown in China and the oil price crash of 2014-15 put many investors off emerging market assets, but Paul Forshaw, global head of insurance asset management at Schroders, believes insurers may be enticed by their relative value compared to developed markets.
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How asset managers can data-mine 3,500 insurers
04 October 2017Solvency II reports are giving investment managers a goldmine of data and narrative by which to analyse underwriters and win a competitive edge. David Walker explains how.
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Folksam CIO: "There is simply no reason not to continue investing in green bonds"
29 September 2017Michael Kjeller, chief investment officer of Swedish pensions and insurance provider Folksam, discusses his firm's decision to raise its target for green bond investment
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Insurers target improved ALM and private assets to enhance investment profits
27 September 2017Blackrock's 2017 Global Insurance Survey reveals some telling figures regarding insurers' attitudes towards the role of the investment function, and how they plan to manipulate their activities to improve profitability. Asa Gibson reports
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New tools for understanding the impact of investment decisions on capital
22 September 2017Insurers are under increasing pressure to manage the sensitivity of solvency ratios to their asset mix, but even sophisticated internal models may not be up to this task. Steven Morrison describes an alternative approach using proxy modelling
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