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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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Will the NAIC's new regulations change insurer's attitudes to private credit investments?
03 February 2025David Zhang, director at New York-based advisory firm MSCI, discusses how US insurers are coping with a torrent of new regulation from the NAIC
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ESG is on trial. Are you ready to convict?
27 January 2025The term ESG has become box office poison in recent months. Is it dead and buried or looking for a new definition?
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Are the Magnificent Seven the only tech game in town?
22 January 2025AllianzGI's CIO global technology equity, Jeremy Gleeson, discusses the broadening out of tech investments in 2025, why early disappointments are to be expected, and the semiconductor cycle turning point
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The NAIC is cooking up a hearty bowl of reform, how should US insurers prepare for the meal?
20 January 2025From risk-based capital to GEMS and the Insurer Investment Regulation Framework, 2025 could be a busy year
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Tariffs and taxes and Trump, oh my!
15 January 2025Zurich guides us down the yellow brick road and into the investment landscape for 2025, including a slowing rate cut trajectory, an extension of the current business cycle, and trade uncertainty
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From the knowable to the unknowable: Preparing for 2025
08 January 2025As insurers and their asset managers settle back behind their desks after the festive period, we look at some of the themes that could dominate the next few months
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Exploring the demand in affordable housing
23 December 2024Mike Lohmeier, chief investment officer at IMPACT Community Capital, explains the current state of play in affordable housing investments in the US, and compares it to other real estate asset classes
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CIO Interview: Conning worried the Fed is not paying enough attention to inflation
09 December 2024Insurance Asset Risk sat down with Cindy Beaulieu, Conning's CIO for North America, to discuss the recent presidential election, the effect a second Trump administration could have on insurers, and the prospects for asset classes and investment risk in 2025.
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Europe vs the US in 2025: Which is the better placed to boom?
27 November 2024"Lost decade" of poor European equities is over according to DWS's new global CIO, but US could be better placed for growth