Market insight

  • A farming model for Insurers in 2023: buy and maintain portfolio in fixed income

    We believe 2023 presents us with as generous an outlook as we have seen in 10 years

  • Infrastructure debt: An essential ingredient

    With inflation returning and investors on the hunt for stable yields, insurance companies should explore how an infrastructure debt allocation can support their investment strategy.

  • The Fluidity of Liquidity

    To meet policyholder demands and terms of their financing arrangements, life insurers must maintain adequate levels of liquidity. Here are some reasons why today's environment makes liquidity management so critical.

  • The Evolving Opportunity in Real Estate Debt

    While the current landscape may be challenging to navigate, it is also shaping a compelling opportunity in real estate debt—from core to opportunistic lending.

  • Why Securitized & Why Now: $12.5 Trillion Market Goes on Sale

    Today's securitized market presents a rare opportunity to add diversification via an asset class with the potential to provide defensive opportunities with outsized returns

  • Sustainable real assets in the spotlight

    Discover how investors think their real asset investments stand up against high interest rates, inflation plus global recession.

  • Insurance Investment Outlook: Will old habits need to change in 2023?

    Inflation has defined 2022 and will still play a major role in 2023, while various regulatory initiatives are also set to come into force next year.

  • What Insurers Need to Know About the NAIC Proposal on Securitized Assets

    Recent proposed rule changes from the National Association of Insurance Commissioners (NAIC) could alter the regulatory treatment of securitized assets—long a staple of US insurance companies' core portfolios.

  • How Life Insurers Account for Realized Losses May Cause Unnecessary Pain

    An accounting method long used by life insurers has come under pressure amid rising rates and wider credit spreads, potentially setting the life insurance industry up for large unrealized losses.

  • How can insurers protect against the havoc of inflation?

    To mitigate the effects of inflation, insurers are looking beyond conventional asset classes and considering alternative forms of managing risk.

Most Read
  1. M&G JV with Asian pension fund to invest £1bn in UK housing
  2. Insurance sector the "natural home" of productive assets, L&G says
  3. Barings acquires Sydney office building for AU $360m
  4. BoE zeroes in on private market risks to insurers and UK financial system
  5. Meiji Yasuda expands backing of regional revitalisation startup
  6. Chart of the Week - The rise and rise of (small) insurers investing in private assets
  7. Insurance Development Forum reaches first close on Infrastructure Resilience Development Fund
  8. Aviva Investors finances £175m loan for acquisition of central London property
  9. Private credit: are headline news and underlying performance one and the same?
  10. Private credit: the feel-good factor?