Analysis

  • Are the Magnificent Seven the only tech game in town?

    22 January 2025

    AllianzGI's CIO global technology equity, Jeremy Gleeson, discusses the broadening out of tech investments in 2025, why early disappointments are to be expected, and the semiconductor cycle turning point

  • The NAIC is cooking up a hearty bowl of reform, how should US insurers prepare for the meal?

    20 January 2025

    From risk-based capital to GEMS and the Insurer Investment Regulation Framework, 2025 could be a busy year

  • Tariffs and taxes and Trump, oh my!

    15 January 2025

    Zurich guides us down the yellow brick road and into the investment landscape for 2025, including a slowing rate cut trajectory, an extension of the current business cycle, and trade uncertainty

  • Driving the sustainable infra highway

    13 January 2025

    Jérôme Jean Haegeli discusses how and why sustainable infrastructure needs to become a tradeable asset class

  • From the knowable to the unknowable: Preparing for 2025

    08 January 2025

    As insurers and their asset managers settle back behind their desks after the festive period, we look at some of the themes that could dominate the next few months

  • BPA market steamrolls through 2024, but where's the drama?

    06 January 2025

    UK PRT market volume is expected to settle around the £45bn mark, L&G's latest Endgame report suggests, but are pension schemes finding it increasingly difficult to catch insurer's eyes?

  • Mirror, mirror on the wall, who is the riskier of them all?

    01 January 2025

    CIOs from Hong Kong to New York and London to Bermuda, share the top risks on their mind

  • Debunking the myths of EMD

    30 December 2024

    Insurance Asset Risk discussed with Matthew Smith and Brett Diment of abrdn why insurers are still reluctant to invest in emerging market debt

  • How is time changing insurers appetite for private assets?

    25 December 2024

    Matthew Bass, head of private alternatives at AllianceBernstein (AB), discusses with Insurance Asset Risk the trends in the private asset space, insurer's changing tastes and his predictions for 2025.

  • Exploring the demand in affordable housing

    23 December 2024

    Mike Lohmeier, chief investment officer at IMPACT Community Capital, explains the current state of play in affordable housing investments in the US, and compares it to other real estate asset classes