Jelle Van Der Giessen

Jelle van der Giessen, Chief Investment Officer, NN GROUP

Determining an investment strategy when the odds are stacked against you

Political shocks and risks; unpredictable market reactions; a challenging global economic environment and a complex restrictive regulatory framework - investment experts share the investment path they are taking to beat the odds.

  • What poses the biggest threat/opportunity to your balance sheet?
  • As the sustained low return conditions rumble on, how do we deal with the portfolio implications of low returns as a long-term future?
  • Brexit: From an ALM context, strategically, what are the factors to consider when planning for a hard Brexit?
  • Trumponomics: How should we change our asset management approach in response to a Trump administration?
  • Monetary policies vs fiscal policies  - what role will they play for interest rates going forward?
    • Bond sell –off as QE is replaced by fiscal policy? The end of the credit cycle?
  • Low growth and continued volatility? Re-emergence of inflation?
  • China – should insurers in the West be concerned by Chinese rivals' expanding investment activities?
  • Lessons from Brexit and Trump about how the markets may react to future events?
  • What asset allocation innovations are emerging now that we are more comfortable with the parameters of SII?

Panellists:
Jelle van der Giessen, Chief Investment Officer, NN GROUP
Erik Ranberg, CIO, GJENSIDIGE
Erick Müller, Head of Product and Investment Strategy, MUZINICH & CO

Moderator: Asa Gibson, Editor, Insurance Asset Risk