-
Did the Fed kill the bond market?
02 July 2020Hopes were high at the end of March for investors to profit from the Fed's QE intervention and access a rejuvenated credit sector. The once-in-a-lifetime returns have, however, swiftly disappeared, and investors are back to staring at the ghost of bond market past. So what next? Sarfraz Thind reports
-
Infrastructure market still on track post-COVID-19
29 June 2020The financial crisis that unfolded on the back of the pandemic might have caused insurers to pause when it comes to allocation to infrastructure assets. But this is merely a bump in the road say asset managers, and insurers' investments in core infrastructure investments will come back stronger than ever.
-
JPMAM says 15%-25% allocation to real assets is becoming more common
06 April 2020But companies should hold onto more liquids in the short term
-
JP Morgan Asset Management makes senior changes
27 March 2020Bryan Wallace to become head of international fixed income insurance and pensions
-
Insurers advised to stay put with EM holdings amid COVID-19 chaos
25 March 2020With lower ratings than their developed market counterparts and potential economic dependencies to oil, emerging markets are on the frontline of the COVID-19 crisis. It is raising questions for insurers' allocation to the asset class. Vincent Huck reports
-
AllianzGI poaches BlackRock's head of EMD sustainable investing
04 February 2020Giulia Pellegrini joins as senior portfolio manager
-
Which way is the wind blowing in Hong Kong?
24 December 2019In the last few months the narrative has changed in the pearl of Asia, and it is not all down to protests. Indeed, insurers are shifting their focus on what they perceive to be the biggest challenges and opportunities. Vincent Huck reports
-
Amendments to Solvency II to move the dial on insurers’ equity holdings?
22 October 2019European insurers’ equity holdings remained stable between 2017 and 2018 according to research by Insurance Risk Data, but could the recent amendments to Solvency II rules increase their appetite for the asset class? Vincent Huck reports
-
Will BBB come back to bite?
17 September 2019Is the end of the credit cycle really in sight and, if so, are European insurers at risk of seeing their high yield assets coming back to bite them? A wave of credit downgrades could significantly impact solvency ratios and put insurers in the position of forced sellers. But how worried should they be? Vincent Huck reports
-
BlackRock takes top prize in insurance mandates, Insurance Risk Data reveals
11 September 2019BlackRock, Neam, Conning and Goldman Sachs are underwriters’ ‘favourites’ by the number of mandates awarded