Archive

  • US will not suffer from the UK crisis

    03 October 2022

    US financial policymaking more robust than "out-of-sync" Treasury

  • A testing climate for munis

    20 January 2021

    US municipal bonds have been a staple asset for insurers. But as underwriters brace for the effects of climate change, some insurers are questioning if lending to states hit with increasingly frequent and more severe hurricanes and wild fires is a sensible use of their general accounts. David Walker and Sarfraz Thind report

  • Bitcoin: blowing bubbles or truly sticky?

    18 January 2021

    Bitcoin is steaming into the stratosphere—and many want in. But is this speculative bubble going to appeal to insurers? Sarfraz Thind finds out.

  • US insurers warmly welcome outsourced managers for climate change investing

    06 January 2021

    US insurers are buying ever more services from asset managers, data vendors and research houses to help understand climate change and inform their investment decisions, David Walker discovers.

  • US insurers follow in Europe's climate footsteps

    01 January 2021

    Scenario analysis is the primary tool for quantifying climate risks

  • To outsource the CIO, or not?

    29 October 2019

    While outsourced CIOs have been predominantly used in the pension space up until now, small US insurers are increasingly seeing the benefits of such a move. But insurers' needs differ widely from those of pension funds, and service providers will need to prove their worth to win mandates. Sarfraz Thind reports

  • What's behind the wall: US insurers' investments in EM debt

    25 July 2019

    Emerging markets should be an attractive option for US insurers as the Federal Reserve looks to cut rates, making opportunities at home less attractive. But, as the Trump government continues building trade barriers, are US government policies stymying enthusiasm for the asset class? Sarfraz Thind reports

  • US yield curve inversion - run for the hills?

    10 June 2019

    Like a bad tarot card, an inverted US yield curve normally means economic doom. March’s inversion has now morphed into the most inverted yield curve since 2007. It is likely to have insurers gazing into their charts to see how to tackle their investments. Sarfraz Thind reports