Sarfraz Thind

Articles by Sarfraz Thind

  • Next recession to hit US insurers’ assets harder than 2008 crisis

    02 April 2019

    The recession is coming in 2020, according to Guggenheim Investments and will be focused on the corporate bond sector. This, coupled with increased leverage and poorer liquidity, suggests the next downturn could be worse for US insurers than 2008. Sarfraz Thind reports

  • CLO market "hysteria" overstated

    22 March 2019

    Turning credit market risk high on American Council of Life Insurers conference agenda

  • The BBB effect: apocalypse or opportunity?

    12 March 2019

    US insurers are holding bigger volumes of BBB-rated corporate debt than at any time in the past. A turning credit cycle could tip significant amounts of these to junk. But while the headline figures look startling, is this really a precursor to the apocalypse or just another bad news story? Sarfraz Thind reports

  • GE seeks riskier assets to prop insurance business

    12 March 2019

    Junk bonds, infrastructure debt and equities on buy-list

  • Pomona’s private equity niche

    28 February 2019

    Pomona Capital’s founder, Michael Granoff explains how his company has tapped into the private equity niche and how it is preparing for a potential turn in the cycle. Interview by Sarfraz Thind

  • US P&C insurers set for modest improvement in investment income

    28 February 2019

    Investment results improving on higher rates but equity volatility hurts

  • US insurance use of ETFs to increase as regulatory pressures ease

    25 February 2019

    Greenwich survey finds two-third of insurers plan to up ETF use in next few years

  • US insurance portfolios well prepared for credit cycle turn, says Fitch

    21 February 2019

    Rising investment risk mitigated by stronger capital position post-2008

  • Chinese insurance regulator official appointed head of Insurance Investment fund

    20 February 2019

    Ex-CBIRC risk control head to oversee $45bn “belt and road” infrastructure spend

  • PGIM reports 20.6% drop in operating income in Q4

    07 February 2019

    Prudential’s life business also drops