Analysis

  • "Solvency II is the missing piece in the securitisation package"

    01 June 2016

    Paul Tang, rapporteur for the regulation on securitisations, urges the European Commission to ease the charges for insurers investing in simple, transparent and standardised (STS) securitisations, and rules out the introduction of compulsory third-party certification for such products demanded by the industry. He speaks to Hugo Coelho

  • Emerging market debt a logical extension for insurers

    26 May 2016

    The key driver for investing in emerging markets is the search for additional yield, and the hard-currency version seems a better fit for insurers' portfolio. But beware of the sovereign risks associated to some countries. Benedicte Gravrand reports

  • Stay sharp on infrastructure

    17 May 2016

    Infrastructure debt has superior credit fundamentals to the corporate bond sector, says Clara Yan, insurance asset liability management director at UK-based asset manager Schroders

  • The global trends in insurance investment strategies

    11 May 2016

    Non-US insurers are seeking greater exposure to US securities, while US firms are leading the charge for re-risking, as Benedicte Gravrand reports

  • Allianz resolute in Asian asset strategy despite South Korea sale

    04 May 2016

    Allianz's sale of its South Korean insurance and asset management businesses marked a significant retreat for the insurer. Yet, the company continues to target growth in the region. Sarfraz Thind reports

  • Zurich looking for solutions to Asian investment jam

    27 April 2016

    Dealing with low interest rates is a global issue, but in Asia Pacific there are additional challenges facing insurers, as Zurich's regional investment manager Michael Vos explains to Sarfraz Thind

  • Dipping toes in the high yield bond market

    19 April 2016

    There is a lot in favour of high yield bonds, but investments in such bonds need to be managed with great vigilance. Benedicte Gravrand reports

  • Shift towards unit-linked products is an opportunity for asset managers

    12 April 2016

    As European insurers move away from guaranteed products and towards unit-linked and hybrids, there is space for asset managers to step in, according to Cerulli Associates. Benedicte Gravrand reports

  • US insurers raise exposure to alternatives

    06 April 2016

    US insurers are increasing their exposure to alternative investments at the expense of allocations to non-performing fixed income portfolios, reports Benedicte Gravrand

  • Axa's Asia CIO gets an appreciation of the region's complexities

    30 March 2016

    Axa has made Asia one of its focus areas for expansion. The region offers huge growth potential but there are investment issues, such as diverse regulations and scarcity of assets, says regional CIO Boris Moutier. Sarfraz Thind reports