David Walker

• Comment: As Donald Trump's policies unleash sharp turmoil in stock markets, Europe's insurers hold more US shares than ever

  29 April 2025

  In GAs, Europe's insurers held €59.3bn worth of US shares directly at the end of 2024, EIOPA data shows

  

• APAC Weekly - India's lifers fire on all cylinders, much like India's young cricket star this week

  29 April 2025

  New Delhi wants national full coverage by 2047. The signs, so far, are good

  

• China's regulator sets strict investment limits for universal life products

  28 April 2025

  PE, property, funds and private-markets investments highlighted in NFRA's note

• When Lloyd's syndicates go investing, past patterns may not reflect future plans

  23 April 2025

  If the image of Lloyd's syndicates conjures up 'uniformly conservative' investors, then key outsourcing partners to the market tell David Walker, a 'rethink' may be in order

  

• APAC Weekly: Super long-term JGBs for 'super-long' citizens

  22 April 2025

  Moody's Ratings has mapped out allocation patterns, including to private assets, by Japan's life sector

• APAC Weekly - Would you panic-buy rice?

  15 April 2025

  Cool heads were needed, but arguably hard to find, this month, as Donald Trump's tariffs stirred up a storm across APAC

  

• Just Group sticking with fixed cashflow assets in MA portfolios, SFCR says

  14 April 2025

  Solvency UK reforms have been a 24-month tailwind for group's capital overall

• Rothesay reports "immaterial" impact on investments from Solvency UK MA reforms, so far

  14 April 2025

  UK lifer branched into French home loans in 2024

• Pension Insurance Corporation reveals MA asset breakdown in SFCR

  14 April 2025

  Market risk continued dominating group's total SCR in 2024

• Manulife IM makes first direct property purchase in Australia

  14 April 2025

  Logistics building in Sydney is already fully let