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Stress-tested: How COVID-19 put insurers' investments under pressure

The impact of the pandemic on insurers' claims remains unknown, and estimates vary widely. However, market turbulence in H1 has clearly impacted the asset side of insurers' balance sheets. Already, though, underwriters are looking ahead and rethinking investment decisions and ensuring resilience. Vincent Huck surveys the damage done and the plans afoot

Lower-for-longer interest rates opens up EMD opportunities

Emerging market sovereign debt is starting to find a place in insurers portfolios as they scratch around for return in the low rate environment. While still in its early days, insurance investors feel the asset class could become a shining light for insurance asset allocation. Stephanie Harris reports

USA insurers search for the golden age of credit

For the harried insurer, dealing with a projected lifetime of low interest rates, is there any value left in the corporate bond market? Some believe there is, and particularly so in that much-derided BBB segment. Sarfraz Thind reports

It was all 'keep calm and carry on' for insurers in H1, GSAM's Comon says

If insurers were ever characterised as slow to move and tardy to change, Goldman Sachs Asset Management head of insurance for EMEA Etienne Comon has another perspective. He talks to David Walker about the challenges insurers faced in H1 2020 and how their speedy reaction has aided resilience.

The year USA investors woke to social investing

The COVID-19 pandemic has affected the most vulnerable parts of society and highlighted social inequalities globally. In the USA, this combined with the death of George Floyd and the revitalisation of the Black Lives Matter movement, has prompted insurers to embrace 'social investing'. But is this a long-term trend or a one-off? Sarfraz Thind asks.

Inside the mind of a responsible investor

The head of responsible investment at a European insurer reveals to Insurance Asset Risk the internal politics of the decision-making process and challenges in promoting sustainability internally. Interview by Vincent Huck

'What if?' Sensitivity tests put to the test

European insurers provide important details on the impact of different scenarios, often negative, on their solvency coverage. This gives valuable insight and market intelligence, but work is still needed on what insurers publish, David Walker finds

Regulators have the sustainability power

JP Morgan Asset Management and Insurance Asset Risk have joined forces to understand what lies under the bonnet of insurers' responsible investment announcements. Findings were compiled in a report. We present some of the key high- level discoveries, with part one focusing on regulation. Vincent Huck reports