Holding asset-backed securities has been a challenge for most insurers since the dislocations of the global financial crisis and introduction of Solvency II. This year, new regulation offers the potential for Solvency II-regulated firms to return to securitised debt investments, says James King, fund manager at M&G.
In recent years researchers from both academia and the asset management industry, drawing on an ever-expanding universe of data, have conducted numerous studies to establish whether such a relationship exists.
The future of infrastructure investment requires a dynamic, flexible, open-ended approach that takes into account the innovation in the sector and understands the potential positive impact on returns from emerging technologies.
In this third and final article I look at investment strategies that “work” for insurers. Whilst touching on more modern diversified growth and absolute return bond fund strategies, we find opportunities that can be overlooked in plain vanilla equities, convertibles and even conventional multi asset strategies
Today's technology environment is changing at lightning speed. At the centre of this revolution is information backed by tools like cloud, AI and machine learning. So how best to harness the technology?