Most insurers’ chief investment officers and asset managers have grown up investing during the long trend of beneficial globalisation. The trend was their friend. But as evidence of its unravelling builds, they are asking if the elastic is just stretching or about to snap back. Vincent Huck went in search of answers
While some insurers prepare for full force hurricanes, others get ready for light showers. Insurance Risk Data reveals the extend of diversity in the stress test, and why it might be of concern. David Walker reports
From Axa France to BNP Paribas Cardif and CNP Assurances, France’s largest have helped unlock €22.2bn of fund-based investments for French small caps. Their early-stage returns may be unclear. But their ambitions for the next phase of their investment is only the greater, the heavy hitters tell Vincent Huck
Regulatory changes in Asia combined with challenging local market conditions are teasing Asian insurers’ interest in diversifying their investments abroad, this could be a gold rush for Western asset managers. Vincent Huck reports
Pomona Capital’s founder, Michael Granoff explains how his company has tapped into the private equity niche and how it is preparing for a potential turn in the cycle. Interview by Sarfraz Thind
From slower growth in the US and China, to the huge rollback of central bank purchasing, the global investment environment is in a perilous state that leaves insurers in need of knowing their weakest links, according to Legal & General Investment Managers. Adam Leach reports on the outlook for 2019 of its CIO and deputy CIO
Attempts by Ryanair earlier this week to temper shareholder unrest over its governance arrangements are showing early signs of a bumpy landing with shareholders, including insurers asset management affiliates, Adam Leach reports.
Transition to a CPI linker market is gaining traction, according to an enquiry by the UK House of Lords, but any changes would shift the balance between winners and losers, and some like Legal & General Investment Management are keen to keep the status quo, Adam Leach reports.
Jean-Jacques Duchamp, deputy chief executive officer of Crédit Agricole Assurances, discusses the group’s asset allocation strategy and why coal is not off its agenda yet. Interview by Vincent Huck
Alison Martin, group chief risk officer at Zurich Insurance Group shares with Insurance Asset Risk her expectations ahead of the World Economic Forum annual meeting which takes place in Davos from 22nd to 25th January 2019.