In the last few months the narrative has changed in the pearl of Asia, and it is not all down to protests. Indeed, insurers are shifting their focus on what they perceive to be the biggest challenges and opportunities. Vincent Huck reports
David Walker explores the opportunities and challenges for insurers investing in real estate in the Far East.
Panellists at Insurance Asset Risk's sister publication InsuranceERM's conference discuss the new types of risks they are exposed to and whether they understand those risks well. Highlights compiled by Stephanie Harris
Financial regulation has a role to play in tackling climate change, but it cannot be a silver bullet. So the time has come for policymakers to step up their game, delegates at the Insurance and Climate Risk conference heard. Vincent Huck reports
Volatilità was one of the hot topics of 2018, and while widening Italian government bond spreads stressed insurers solvency ratios, was there an investment opportunity to be made? Vincent Huck reports
A report by the alternative credit council calls out insurer use of ratings agencies for private credit. Given their failings in the financial crisis are the criticisms justified? Sarfraz Thind reports
Allianz's US CIO Todd Hedtke has three main economic concerns right now—low rates, volatility and credit. He talks about the macro environment and how he is navigating the insurer's path through potentially inclement weather. Interview by Sarfraz Thind
Low interest rates are here to stay, might be the only consensus in the insurance investment market right now. But how low and how long will they stay remains an unanswered question. A panel of two economists and a consultant tried to provide some answers. Vincent Huck reports
The momentum around responsible investing will achieve nothing if insurers don’t address the bulk of their investment holdings namely government bonds, Vincent Huck writes. The 17th century French playwriter Molière has his say, too.
Tod Nasser is in charge of Pacific Life’s $53bn fixed income portfolio. While the rest of the market appears bedevilled by change and uncertainty, he is positive for now. Indeed, looking at the liquidity situation, buoyant corporate earnings and the health of the US consumer, it certainly is not as risky a world as it was before the financial crisis. Sarfraz Thind reports