In London to speak at the 2019 Africa Financial Services Investment Conference, Allianz chief investment officer for Africa Jens Köke, took the time between two meetings for a quick coffee – double expresso – with Insurance Asset Risk. Interview by Vincent Huck
Strong returns, stable performance, low risk—the market for commercial mortgage loans has run on tailwinds in the last 10 years with more insurers bringing the asset onto their portfolio than ever before. But, with a looming economic downturn, is the love affair with CMLs about to run out? Sarfraz Thind reports
Chief investment officer Philippe Taffin explains the evolution of his firm’s investment portfolio over the last six years, the relationship between the different Aviva subsidiaries and why he believes there should be a Solvency II treatment of ESG risk. Interview by Vincent Huck
With a lack of domestic long dated assets to match their long-term liabilities and some restrictions on overseas investments, Asian insurers’ biggest risk exposure comes from their investments. In Hong Kong, Vincent Huck meets with regional and local stakeholders to understand how they are coping and their expectations for the upcoming changes in regulations.
Recent changes to co-investing rules under Solvency II have been received with mixed feelings by European insurers. Many players are even unaware there has been a development. Vincent Huck reports
As China celebrates the sixth year of its initiative this week, insurers remain reluctant to invest in its projects. Vincent Huck asks why
While there has been a lot of hype around factor investing in the last decade, the jury is still out as to whether these types of strategies are of interest for insurers. David Turner looks at the state of play
Matthias Henny, chief investment officer at Baloise Group talks about the challenges of operating in a negative interest rates environment, how the reallocation of assets has helped stabilise returns, and why he sees opportunities to grow external assets under management. Interview by Adam Leach
Research by Insurance Risk Data reveals the 2018 winners and losers of the mandated asset managers for Lloyd's syndicates. David Walker reports on who won which mandates, who received applause and who wasn't that lucky.
Antonello Aquino, associate managing director for EMEA at Moody’s, discusses why insurers are becoming more and more like asset managers, and the current trend towards riskier assets. Interview by Vincent Huck