Analysis

  • Data centres: The darlings of discussions but not yet of allocation

    02 April 2026

    Insurers' enthusiasm for the sector is tempered by doubts over concentration risk, obsolescence, exits and even whether the assets belong in real estate at all

  • Investing in private markets: Asset-backed finance gaining ground with insurers

    01 April 2026

    Why the asset class is attracting growing attention from insurers, how allocations are evolving in practice, and what risks and constraints investors must navigate

  • Highly predictable cashflow assets - still waiting for the goldrush?

    30 March 2026

    The Solvency UK reforms allowing insurers to invest up to 10% of their MA portfolios in 'highly predictable' cashflow assets launched in June 2024, but its positive impact was not immediately clear

  • Rethinking real estate

    26 March 2026

    For years, real estate sat comfortably inside insurers' portfolios: a long-duration asset class offering income, diversification and, in a world of ultra-low interest rates, a relatively easy route to attractive returns.

  • Real Estate giving back allocation to other asset classes, insurers say

    25 March 2026

    Panellists at Insurance Asset Risk's Investing in Private Markets conference unenthusiastic about data centres

  • The Middle East conflict is a 'general account event' for insurers

    23 March 2026

    Risks are on the downside and more on the 'asset side' of re/insurers' businesses, experts say

  • A cup of coffee or save the world? Where do insurers stand on ESG today

    18 March 2026

    Attendees at IAR's recent conference were asked if they would rather declare ESG alive and well, or have some extra morning coffee...their answer...

  • Comment: Chin up! Real estate investors look firmly ahead, not to see their own shadows

    16 March 2026

    Will the groundhog beat a retreat to its burrow for a while longer?

  • IAR private markets 2026: Good securitisation is not financial alchemy

    11 March 2026

    Panel discuss how securitisation has become a strategic tool for insurers' investments

  • Where next for European private credit?

    09 March 2026

    Panellists at Insurance Asset Risk's Investing in Private Markets conference single out CRE lending as a pocket of opportunity and highlight importance of credit rating fundamentals