Archive

  • 2023 UK equity profit warning stats "not startling", Phoenix's Goonetilleke says

    02 February 2024

    But they reveal cracks under the headline figure, the head of shareholder assets at the UK insurer comments

  • MetLife projects PE returns down for 2024 as variable investment income drops to $419m in 2023

    01 February 2024

    FY23 results see variable investment income miss £2bn target and pale compared to recurring income

  • Inflation and high rates not going away soon, RLAM says

    01 February 2024

    Senior economist and head of multi asset at affiliate say central banks unlikely to drop their guard on inflation quickly, as BoE votes to keep rate at 5.25%

  • Decoupling of stocks and bond prices first key change of 2024, Generali AM says

    31 January 2024

    Lapse risk for lifers set to decline later this year if rate cuts are big enough

  • Restricted supply makes logistics assets attractive for affiliates

    30 January 2024

    Long-term outlook beats other real estate sectors, David Hedalen, head of real assets research at Aviva Investors, tells Insurance Asset Risk

  • Spectre of stagflation haunts insurer investors' allocations

    30 January 2024

    Survey from Ortec Finance shows investors picking assets best suited for hedging against inflation

  • Canada Life AM expects BoE to hold rates steady this week

    30 January 2024

    The prediction runs counter to market expectations of four rate cuts in 2024

  • Investment valuation gains push up 2023 income, Conduit Re says

    29 January 2024

    The reinsurer shared the positive variance in its estimated comprehensive income ahead of preliminary results announcement in February

  • Comment - Evergrande fails to live up to its name, but will China's insurers survive its death-knell?

    29 January 2024

    Hong Kong court today told Chinese property developer seeking a stay of its liquidation, 'enough is enough'

  • Solvency II UK reforms might make illiquid assets more attractive, but don't expect the Wild West

    26 January 2024

    David Otudeko, head of prudential regulation at the ABI, reminds Fitch audience that any changes would be met by tougher regulation.