Archive

  • 'Even bigger than Allianz' - An $11.2trn 'general account' in Europe prepares to tackle climate change

    02 April 2025

    To help private re/insurers, and society, face down global warming, Europe's governments are increasingly backing public re/insurers, David Walker finds

  • Chart of the Week - Is Thomas Buberl's pivot at AXA paying off, in solvency terms?

    28 February 2025

    Since 2018, when Buberl bought XL Group, AXA's CEO wanted to de-emphasise financial market risks

  • Axa enters exclusive talks to sell investment arm to BNP Paribas

    02 August 2024

    Deal will create one of the largest asset management platforms in Europe

  • Comment - Why the planet may well thank Swiss Re's CEO Christian Mumenthaler

    03 April 2024

    Swiss Re announced today Mumenthaler will leave the group - destination unknown - in July

  • Comment: Share prices suggest insurers' shareholders might not care much about the 'G' in ESG

    26 February 2024

    Shareholders of Japan's insurers pocketed 150% since Q1 2020 while the Topix made 98% - so do the sector's governance issues matter?

  • Chart of the Week - How IMAs could spell out the future of PE ownership of insurers

    23 February 2024

    Fee rates, and other T&Cs in the IMAs of PE houses and the consolidators they own, may attract (unwanted) regulatory attention

  • Nippon Life plans foreign bond buying for foreign-FX endowment insurance

    23 February 2024

    Among other insurers YoY foreign-FX exposure is fairly immobile

  • Thomas Buberl courts alternative asset managers able to enhance Axa's position

    22 February 2024

    Life book actions are ended, heralding stabilisation of asset management outflows after 2023

  • Chart of the Week - SFCRs as EIOPA's answer to the 'Barbenheimer dilemma'

    21 July 2023

    SFCRs will tell you if market crashes hurt insurers' solvency more than pandemics - but not whether to watch Robert Oppenheimer or Margot Robbie...

  • Europe's life giants trip the lite switch firmly 'on'

    08 March 2023

    Thomas Buberl, and Oliver Bäte are men with a mission, to preach the gospel of low-capital product. But will their customers buy it? David Walker asks