Market Insight

ReinSTSted: Are new rules reopening the ABS market for insurers?

ReinSTSted: Are new rules reopening the ABS market for insurers?

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.

PIMCO ESG: Pushing Bond Markets Further

PIMCO ESG: Pushing Bond Markets Further

Given the size of the global fixed income market, corporate and sovereign issuers could play an essential role in sourcing the $3-$5 trillion annually needed to meet the UN SDGs.

Outlook: Flatlining at The New Neutral

Outlook: Flatlining at The New Neutral

Are markets right to assume the federal funds rate has peaked? Is China the swing factor for growth? Is the trade war passé. These and other questions are answered in PIMCO’s latest outlook.

Emerging market corporate debt stands alone

Emerging market corporate debt stands alone

Emerging market corporate debt has been a rapidly growing universe over the last 10 years. What might be of surprise is that over 55% of the EM corporate universe is investment grade.

Back to investment basics

Back to investment basics

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