USA Focus

  • Treasury yield spikes may reflect investors' economic downturn fears, AllianzGI says

    11 April 2025

    Yield increases "counterintuitive" alongside equity volatility

  • AllianzGI still favours yield curve steepeners amidst trade uncertainty

    11 April 2025

    Affiliate expects ECB to cut rates 25 bps at 17 April meeting

  • NAIC aims to develop due diligence framework for US insurers' use of ratings agencies

    10 April 2025

    Regulator plans to reduce "blind reliance" on external ratings

  • Ratings agencies warn of US tariffs' impact on European insurers' investments

    10 April 2025

    Agencies highlight sensitivity to financial market shocks amidst policy uncertainty

  • Guardian Life forms investment partnership with Janus Henderson

    09 April 2025

    London-based asset manager will become Guardian's investment grade public fixed income asset manager

  • US economy slowing but not in recession yet, Manulife IM says

    08 April 2025

    US economic data better than expected before the White House's tariff announcement

  • No clear path for countries' tariff negotiations, investors and managers say

    07 April 2025

    Tariff calculation methodology means volatility is here for a while and is more about trade deficits than unfair tariffs

  • Tariff chaos could wipe out growth for year, but likely to be tempered by negotiations, Conning says

    07 April 2025

    President Trump's announcement last week could represent "peak" of uncertainty caused by the current administration

  • Manulife IM acquires US cold storage facility

    04 April 2025

    Supply chain headwinds have created opportunity, asset manager says

  • PGIM Real Estate reaches $2bn final close on Global Data Centre Fund

    02 April 2025

    To invest in low latency hyperscale segment of sector

  • Lloyd's syndicates keep careful watch on Donald Trump's tariff wars

    02 April 2025

    Syndicates voiced caution about change of US presidency in latest annual reports

  • IAR Real Assets: Markets failing to price growth risk for 2025, insurers say

    31 March 2025

    Speakers at Insurance Asset Risk's Real Assets conference in London highlight volatility and uncertainty prompted by Trump administration

  • Zurich "cautiously optimistic" ahead of 2 April tariff announcements

    28 March 2025

    But unpredictability - on the upside or downside - still means markets and investors must hold their breath until 'liberation day'

  • Mitsui Sumitomo plans major investment in specialty underwriter WR Berkley

    28 March 2025

    Japanese insurer cites profits, geographic diversification and capital efficiency as reasons for investment

  • Barings' portfolio finance platform raises $2.5bn in six months

    26 March 2025

    Offers insurers access to directly originated private investment grade debt