David Walker

Articles by David Walker

  • A new dawn? Contemplating asset strategy anew, after the BOJ's seismic policy shift

    06 June 2024

    At a historic policy inflexion point in Japan - the Bank of Japan raising interest rates and relinquishing its long-held negative-rates stance - Man Group's Max Davies discusses interest rates, duration, FX hedging and CIOs' ongoing hunt for yield with David Walker

  • Japan's lifers widened positive investment spread 4% last reporting year

    06 June 2024

    Sector built on super-long JGB holdings to cut rates risk ahead of new rules

  • Comment: 'Saving democracy' may be the next ESG investment frontier for CIOs

    05 June 2024

    Underwriters are defending democratic values in words and deeds, will CIOs follow suit?

  • Conning upgrades outlook on US states' credit

    04 June 2024

    US insurers still find munis to be "high quality diversifier", manager tells IAR

  • German insurers reveal navigating "great difficulties" of property portfolios in 2023

    04 June 2024

    SFCRs also pointed to opportunities created by the ongoing real estate squeeze

  • AXA Leben investment income slumps 43% after transfer to AGER Leben

    03 June 2024

    AXA Leben pinpoints Deutsche Beamten Versicherung Leben as backbook spun off

  • Tokio Marine to foster climate-linked investment in developing world

    03 June 2024

    Japanese insurer to give private sector investors political risk guarantees

  • Impact Capital gets JPY 3bn outsourcing deal from Japan Post Insurance

    03 June 2024

    Allocation follows MOU between insurer and local university

  • Round the World with SFCRs - Italy's lapse risk shows no sign of surrendering

    03 June 2024

    A lot of Italians holding life policies made for the exit, early, in 2022, and the pressure on lifers seemed not to ease much in 2023

  • Chart of the Week: Around the world with SFCRs - MA delivers capital benefits to UK lifers

    31 May 2024

    As MA reform nears, the adjustment is delivering significant capital benefits to UK insurers