Analysis

  • 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

  • Moody's downgrade of France, the more things change the more they stay the same

    18 December 2024

    Insurers and their asset managers react to the ramifications of the rating change going forward

  • Insurers are picking up banks' fossil fuel financing slack

    16 December 2024

    Rainforest Action Network says there is a "shocking lack of transparency about what insurers are underwriting and investing in"

  • Does a litigious society pose a greater risk to insurers than global warming?

    12 December 2024

    Insurance Asset Risk recently sat down with Chin Liu, director of insurance-linked securities (ILS), fixed income solutions and responsible investment research at Amundi US to discuss why ILS can be a good investment for life insurers and why eagle-eyed lawyers can pose a bigger risk to insurers than climate change.

  • CIO Interview: Conning worried the Fed is not paying enough attention to inflation

    09 December 2024

    Insurance Asset Risk sat down with Cindy Beaulieu, Conning's CIO for North America, to discuss the recent presidential election, the effect a second Trump administration could have on insurers, and the prospects for asset classes and investment risk in 2025.

  • Japan's insurers put their weight behind plan for an 'asset management nation'

    04 December 2024

    Tokyo wants Japan to be a nation known for good asset management - a goal that its insurers manifestly desire too

  • Til tech do us part - are AI investments a love story for the ages?

    02 December 2024

    Tech stocks and related companies have had ups and downs, with disappoints, broken promises and a summer wobble - but is it love that's here to stay?

  • Europe vs the US in 2025: Which is the better placed to boom?

    27 November 2024

    "Lost decade" of poor European equities is over according to DWS's new global CIO, but US could be better placed for growth

  • Green shoots for insurers' understanding of natural capital?

    25 November 2024

    Comparisons between investors' grip on climate and biodiversity show there's plenty of areas in which to grow on the latter, but lessons and benefits can be taken from net-zero approaches

  • Has ESG become the ugly duckling of sustainability?

    21 November 2024

    Panellists at Insurance Asset Risk's recent Responsible Investing for Insurers event discuss the difference between ESG and Impact Investing, as well as some of the challenges they are facing while building out their impact portfolios