Archive

  • Money markets resilient in face of stock market volatility - for now

    15 August 2024

    Bank rate cutting cycle trajectory likely to affect outflows to risk assets, with MMFs likely to look to T-bills

  • Overdue, healthy, market correction suggest overblown fear of recession

    14 August 2024

    The recent market correction has been a healthy one that's shaken markets out of their complacency, according to Zurich, and the environment is still supportive of investment in US equities - as long as volatility doesn't stay for too long

  • Time for duration?

    14 May 2024

    With money market funds peaking, what are the allocation implications for insurers?

  • Benign or bust - The outlook for 2024 is anything but boring

    03 January 2024

    Decisions from central banks, political instability, regulatory changes - many of the threats posed by 2024 are out of insurer's hands

  • A sense of doom and gloom greeted the arrival of 2023, but was it really as bad as expected?

    01 January 2024

    Fixed income and sub-investment grade investments were key trends in a year that was not exactly benign

  • Market faces inflection point in 2024, Aviva Investors says

    22 December 2023

    Investors should not bank on rate cuts next year

  • Revisiting liquidity risk in times of high interest rates and banking failures

    30 October 2023

    Panellists at Insurance Risk and Capital Bermuda 2023 conference discuss their approach to liquidity risk as regulatory scrutiny increases and market volatility provides challenges

  • Cash will be a bona fide asset in turbulent 2024, Aviva Investors says

    23 October 2023

    Rise in long-dated bond yields could be a "canary in the coal mine"

  • Cash divides insurers' allocation strategies

    01 August 2023

    Mapfre and Scor both reduced cash this year as many champion the asset class

  • Cash has regenerated as an asset class, Aviva Investors says

    20 July 2023

    In the form money market funds, as interest rates take off