Spotlight on: Private Markets

Private markets: end of the credit cycle, start of a new era?

Private markets: end of the credit cycle, start of a new era?

Insurers have increasingly invested in private assets in recent years to counter the low yield environment. But as we enter the later stages of the credit cycle, questions are being raised on whether private assets were tactical short-term choices, or if insurers have fully embraced these asset classes. Vincent Huck reports

A slow growth for US infrastructure

A slow growth for US infrastructure

A US infrastructure overhaul is due—that much is common knowledge. However, so far, institutional investors and especially insurers have been coy to invest due to policy hurdles at the federal level. As each state administration starts to address these issues, insurers are seeing opportunities building up. David Turner reports

Spotlight on: Responsible Investing and ESG

The case for ESG

The case for ESG

From the diesel emissions scandal to the perceived exploitation of zero-hour contracts, there have been many examples in recent years of how failures in the way companies are run can have a harmful impact on the environment, society and investor returns.

Why it's time for insurers to embrace ESG investing

Why it's time for insurers to embrace ESG investing

A growing body of evidence suggests that ESG investing fosters better investment decisions, performance and risk management. While insurers lag other institutional investors in embracing ESG investing, momentum is building and things look set to change.

Green Bonds: a primer

Green Bonds: a primer

Insurers are looking more closely than ever at the current trend of green bond investment. But is this just a fashion? And what should investors be aware of when putting money into this still nascent sector? David Turner reports

Spotlight on: real estate

Build-to-rent: an emerging opportunity?

Build-to-rent: an emerging opportunity?

Within the booming UK real estate industry, where a lack of supply has inflated valuations and rental prices, the build-to-rent sub-sector offers an alternative revenue stream for insurers. Cintia Cheong reports

Building the case for investing in real estate debt

Building the case for investing in real estate debt

Real estate debt can offer a set of outcomes well suited to the needs of insurers, including a solid relative value proposition, stable cashflows, strong investor protections and transparent security against physical underlying assets. John Barakat, head of real estate finance, M&G Investments explains

Urban logistics:

Urban logistics: "the hottest game in town"

The projected growth of e-commerce and urbanisation has seen real estate investors showing increasing interest in urban logistic centres. Paul Walsh explores the nascent asset class as an opportunity for insurers.