STRATEGY

 

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.

Showing 30 of 482 articles
How much are insurance investors changing their allocations?
  • Wednesday, Aug 21, 2024

Todd Campbell, Chief Executive Officer, Builders Insurance Group, discusses what strategic decisions need to be taken to get the best results - and why you should be looking carefully.

Boom & Boon: Residential Mortgage Loans for Insurers
  • Tuesday, Aug 20, 2024

Angel Oak Capital highlights the influx of US life insurance companies investing in residential mortgage loans and provides a market update on Non-QM loans.

Three often-overlooked investments insurers are using to add duration
  • Tuesday, Aug 13, 2024

It’s not surprising insurance companies are looking at ways to lock-in higher rates and match long-term liabilities. The surprise is their investment choices.

Insurance Investor Advisory Board Q2 2024 – what issues are dominating strategies?
  • Monday, Aug 12, 2024

Experts from the world of insurance investment gathered to discuss the big issues affecting their day-to-day operations and long-term strategy – including the asset classes they’re watching.

How is Commercial Real Estate faring amid office use drop?
  • Monday, Aug 05, 2024

Mahir Rasheed, Vice President, Senior Economist, Swiss Re and Matt Pitzer, Director, Private Markets, Shelter Insurance, explore how the drop off in office demand will affect the wider investment u...

Has the volatile market meant a change in asset allocation?
  • Wednesday, Jul 31, 2024

Nizida Arriaga, Head of Fixed Income Investments, The Auto Club Group and Robert Cataldo discuss how market volatility impacted active management strategies.

Insurance Multi-Asset Outlook | Come on in, the water’s fine! Ready for a surplus summer
  • Friday, Jul 26, 2024

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.

What is the macro view on portfolios from a tactical perspective?
  • Monday, Jul 22, 2024

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.

Generative AI – what do insurance investors need to know?
  • Tuesday, Jul 16, 2024

As the hype recedes and the actual practicalities become more known, what are the potential uses in insurance asset management for generative AI?

Conning: 2024 State Credit Quality Outlook is “Stable”
  • Friday, Jul 12, 2024

Conning has revised its outlook on state credit quality to “Stable” from “Declining”, anticipating a return to prepandemic fiscal conditions.

What do European election results mean for the economy?
  • Monday, Jul 08, 2024

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?

What should insurance investors make of the UK election?
  • Friday, Jul 05, 2024

The UK Labour Party wins landslide victory after reaching out to big business and promising green investment – what was industry reaction?

Convex appoints new CIO
  • Wednesday, Jul 03, 2024

Specialist insurer Convex has announced former GAM Investment staffer as its new Chief Investment Officer.

Emerging market investment grade debt: An attractive alternative for insurers series
  • Tuesday, Jul 02, 2024

Could emerging market investment grade hard currency debt be an attractive option for insurers’ long-term investment portfolios?

Insurers hold their nerve on US debt
  • Monday, Jul 01, 2024

US fiscal debt begins to draw attention after huge growth ahead of the November election.