Hopes were high at the end of March for investors to profit from the Fed's QE intervention and access a rejuvenated credit sector. The once-in-a-lifetime returns have, however, swiftly disappeared, and investors are back to staring at the ghost of bond market past. So what next? Sarfraz Thind reports
Francesco Martorana, chief executive of Generali Insurance Asset Management warns that while crises come and go, low interest rates remain the main threat for the sector. Interview by Vincent Huck
Ben Deng, chief investment officer of China Pacific Insurance Group, the third largest life and P&C insurer in China, tells David Walker how the Chinese market is coping with COVID-19 disruptions, and how China will come out of it stronger.
Insurance Asset Risk and FactSet held a webinar on 21 May on considerations for insurers investing amid the current market volatility and on how COVID-19 might create a 'new normal' for insurers' strategic asset allocation. Panellists tackle the questions left unanswered on the day due to time constraints, after the initial discussion. Compiled by Vincent Huck
The pandemic and its effect on the economy and markets will not affect allocation trends towards emerging markets and in particular increased interest in Chinese opportunities. Invesco head of EMEA for fixed income Nick Tolchard discusses the reasons why China remains a land of opportunities. Interview by Stephanie Harris
If the pandemic has any silver lining, it is in boosting the prominence of the social aspect of environmental, social and governance (ESG) investing. David Walker investigates this 'elevation', and whether it will outlast the virus it is being rallied to combat.
Elizabeth Gillam, head of EU government relations and public policy at Invesco, discusses the European Union re-prioritisation of work streams in light of the COVID-19 crisis, and why sustainability will come out on top. Interview by Vincent Huck
Elisabeth Stadler, chief executive of Vienna Insurance Group, has been one of the industry's most long-standing advocates of social investing - the "S" in ESG. As combating COVID-19 heightens the general awareness of socially-minded investing, she discusses the topic with David Walker
Asset managers are reporting tales of firms gearing up to take advantage of the opportunities in the market. But when push comes to shove how easy is it to react? Sarfraz Thind explores the psychology of investing in a COVID-19 environment.
New regulatory guidelines in China for insurers' asset management products could electrify the once contentious $400bn market. David Walker reports