David Walker

• Chart of the Week - Lapse risk hits European unit-linked business in 2023

  22 December 2023

  EIOPA sheds light on levels of lapse risk, and investment activity, for lifers' unit-linked policies since 2021

• Direct action - Asset origination moves centre stage in re/insurers' investment plans

  20 December 2023

  From backing BPAs to enhancing investment yields, directly-originated assets, and the managers able to source them, are finding favour among re/insurers worldwide, David Walker discovers

  

• Chart of the Week - What Apollo earns in fees for helping Bermuda CIOs (and, separately, ancient Greeks)

  15 December 2023

  Apollo Global Management is in a growing phalanx of asset experts coining it in, by originating investments for Bermudian re/insurers

• Chart of the Week - Luxembourg regulator plans 'Liz Truss buffer' for LDI funds

  08 December 2023

  CSSF stops (just) short of naming Liz Truss and Kwasi Kwarteng in its plans

• Chart of the Week - Bermudian re/insurers go green, with help from outsourcing partners

  01 December 2023

  ESG and climate-aware investing are topics that unite otherwise diverse appetite of Bermuda's CIOs - or very soon will

• Chart of the Week - Solvency of Bermudian insurance groups, and why it matters for their GAs

  24 November 2023

  Solvency cover was adequate at Bermuda's re/insurers in 2022 - on average, at least

• Comment - Do Bermuda's CIOs earn too much?

  22 November 2023

  Insurance Risk Data analysed the CIOs' pay-packets in a chapter of its research listing over 100 names of investment decision-makers

• Comment: What (and when) Bermuda's re/insurers pay hedge fund managers

  21 November 2023

  Details of service agreements between 117 re/insurers and 87 managers are in Insurance Risk Data's latest Bermuda outsourcing report

• Comment - More money than God? Manulife delivers Michael Hintze (perhaps) his biggest payday

  17 November 2023

  As CQS is bought by Manulife IM, one wonders 'are hedge fund managers paid too much'?

• Chart of the week: How insurers' market risk SCR looks - in a time of crisis

  17 November 2023

  When markets slump CIOs don't just watch their market risk SCR gyrate - they act on it