Market insight

  • Four Themes for Insurance Asset Management in 2021

    Insurers have fared relatively well through the pandemic, but there is likely a long and uneven road to recovery ahead.

  • The more things change, the more they stay the same

    Core CMLs can offer a number of benefits to insurance investors—from a material spread premium over similarly rated corporates, to low historical defaults and delinquency rates, to diversification.

  • Is it time to consider a higher yield infrastructure debt strategy?

    We believe the higher yielding debt segment of the market currently can offer a highly attractive risk/return profile many insurers after adjusting for Solvency II capital charges.

  • Climate Risk for Insurers - the pathway to Net Zero

    Discover how Phoenix Group partnered with Invesco to create a multi-stage journey to achieving Net Zero.

  • Cash dethroned: reallocation opportunities for insurers under Solvency II

    Exploring the reallocation of cash holdings to higher-yielding defensive assets, without incurring excessive risks or capital costs under Solvency II.

  • Why are Insurers Allocating to Emerging Market Debt?

    The risk and return opportunity set currently offered by emerging market (EM) debt allocations, particularly EM corporates, continues to draw insurers' attention. Read on to learn why.

  • Optimizing investment returns in challenging markets

    Conning consultants Mark Saunders and Alexey Botvinnik discuss the impact of current market conditions on the modelling of portfolios in light of their recent whitepaper on strategic asset allocation.

  • Investment Outlook 2021 - meeting the post-Covid challenges

    With a path back to some form of normality now emerging, a look at how to adapt portfolios and the overall asset management approach to withstand the new environment

  • Mapping the impact of climate change

    Physical climate risks will significantly impact insurance portfolios. Wellington discuss their tool for assessing specific places' and assets' risk exposures.

  • Climate Risk Regulations: Transitioning from Thinking into Action

    As insurers face growing expectations to integrate climate risk into their business, it's clear we're now moving from 'thinking' to 'action'

Most Read
  1. CIO Interview: managing Europe's third largest general account
  2. Private credit beats PE for insurers' appetite for the first time in GSAM survey
  3. The world is a Japanese oyster at Prudential Financial international insurance
  4. Conning CEO on Generali's acquisition and AI in asset management
  5. Brick by brick: Unfolding diversification in US real estate
  6. IAR Real Assets conference: "Solvency II UK reform is not a free lunch"
  7. Comment - How to find the alpha to omega of who runs investments at Chinese insurers
  8. RLAM launches Irish-domiciled US equity fund
  9. News roundup: Insurance asset management
  10. Alternative opportunities: What's the outlook for private market assets?