Insurers’ investment strategies are constantly evolving in response to, as well as in anticipation of, market, economic, and own organisational changes. Here we provide insight and analysis into the views of market participants and influencers on the latest developments taking place globally and how they have impacted asset allocation, investment, and trading decision-making.
Wellington Management’s Tim Antonelli explains why he sees reserve fixed income as the sweet spot for insurers and why there may be upside for equities.
Michela Bariletti, Chief Credit Officer, Phoenix Group, gives her views on the current macro-outlook for H2 2024 - covering elections, US fiscal debt, and market volatility.
As the hype recedes and the actual practicalities become more known, what are the potential uses in insurance asset management for generative AI?
Conning has revised its outlook on state credit quality to “Stable” from “Declining”, anticipating a return to prepandemic fiscal conditions.
A new government in the UK and France’s second round of parliamentary elections revealed surprises – but what will they mean for the state of Europe’s economy?
The UK Labour Party wins landslide victory after reaching out to big business and promising green investment – what was industry reaction?
Specialist insurer Convex has announced former GAM Investment staffer as its new Chief Investment Officer.
Could emerging market investment grade hard currency debt be an attractive option for insurers’ long-term investment portfolios?
US fiscal debt begins to draw attention after huge growth ahead of the November election.
BNP Paribas Asset Management look back on a decade of low yields and explore the impacts and opportunities for managing bond exposure in the years ahead.
The Islamic insurance model is having a period of health despite challenges – but how are investments from the sector faring?
Christopher Wright, Group Treasurer, Legal & General, gives his views on what the main themes and risks for capital management are in 2024.
New report highlights rise in Asia’s second biggest economy of sustainable investment strategies.
Sara Benwell, Contributing Editor, looks at the big picture of ESG investment in the European financial services market. How does it compare to the rest of the world and what’s going wrong and right?
Hens Steehouwer, Chief Innovation Officer at Ortec Finance, discusses what technological advances mean for investment strategies and operations.
