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Japanese lifers looking for a beacon in the equity markets storm
16 April 2025With trade wars sending markets haywire, and equities being the highest risk in insurers' investment portfolios, investment and risk teams are holding firm, in the hope of a window of blue sky
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Downturn will reveal who has been swimming naked in private markets, CIO of Convex says
14 April 2025David Dowsett, chief investment officer at Convex Insurance, sat down with Insurance Asset Risk, in a week that saw a market meltdown induced by President Trump's short-lived plan for global tariffs.
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CIO Interview: From oil driller to sustainable chief investment officer
10 April 2025Retiring NN chief investment officer Jelle van der Giessen reflects on his 30-year career
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'Real' wars, and trade wars, keep geopolitics high on Lloyd's syndicates' risk-radars
09 April 2025Conflict and resulting turbulence seem to beset all aspects of the 'world order', much to the ongoing dismay of syndicates, David Walker reports
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Conning maps out landscape and attractions of esoteric ABS for insurers
03 April 2025From music royalties to container leases, data centres to aircraft leases, esoteric ABS has something to offer every insurer
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'Even bigger than Allianz' - An $11.2trn 'general account' in Europe prepares to tackle climate change
02 April 2025To help private re/insurers, and society, face down global warming, Europe's governments are increasingly backing public re/insurers, David Walker finds
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Sub-IG allocation under the Solvency UK sun
27 March 2025With a smoothing of the BBB-cliff, are UK insurers better placed to invest in sub-IG assets?
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Privates, privates and more privates, insurers tell GSAM
25 March 202514th annual global insurance survey also reveals changed views on inflation and US recession
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Time and experience are making CIO's plans for private assets much more intricate
19 March 2025According to Nuveen's latest EQuilibrium Global Institutional Investor Survey, insurers are getting much savvier at building private markets portfolios, but could anything blow them of course?
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Insurers double down on defence spending, while maintaining ESG exclusions
12 March 2025ESG and defence investments not mutually exclusive, insurers suggest, as NATO powers commit to spend more