Archive

  • US Outlook 2020: an encore for investors

    15 January 2020

    Many had bet on the market staging a final whimper last year before recession. But the talk of a global downturn suddenly vanished in the last few months of 2019. Now investors are looking at the market with rosy spectacles and hoping for more rewards in 2020. Sarfraz Thind reports

  • A slow growth for US infrastructure

    04 June 2018

    A US infrastructure overhaul is due—that much is common knowledge. However, so far, institutional investors and especially insurers have been coy to invest due to policy hurdles at the federal level. As each state administration starts to address these issues, insurers are seeing opportunities building up. David Turner reports

  • Goldman Sachs' survey shows insurers less positive about investments

    24 April 2018

    Insurers are less positive about investment opportunities than they were a year ago, according to a Goldman Sachs Asset Management (GSAM) survey.

  • Trump tax law decimates P&C demand for municipal bonds

    11 April 2018

    Last year's US tax law is destroying insurer demand for municipal bonds, once considered the most attractive surplus cash investment for the country's property and casualty insurers. Sarfraz Thind reports

  • 'Bring it on': California commissioner bullish on fossil fuel divestment

    14 July 2017

    Commissioner Dave Jones was threatened with legal action from 12 Republican attorney generals who oppose his fossil fuel investments disclosure initiative. The threats appear to have spurred Jones on, however. Callum Tanner reports

  • Expect increased stock market volatility this summer, warns RLAM

    22 May 2017

    Investors doubt Trump's ability to deliver on promises and concern rises over China's monetary policy

  • The 2017 investment agenda

    30 December 2016

    With 2016 drawing to a close, investors on behalf of insurers can look back on what was a particularly challenging year. They will be keen to steady the ship and step up investment performance in 2017. Asa Gibson reports

  • Zurich reports rising investment income for Q3

    10 November 2016

    Thanks to inflation/FX benefit

  • Trump win could spark volatility in US treasuries

    09 November 2016

    US now less likely to normalise interest rates, argues Hermes